Team profile

Our approach

Our team strives to provide an elevated experience to individuals, families, and businesses both locally and around the country. Our mission is to work hard to earn our clients’ trust by leveraging our experience and passion for making a difference to help them live more meaningful and impactful financial lives. Our commitment to this mission is defined by three core principles:

· Collaborative Approach

· Personalized Advice

· Lasting Relationships

Together, we can help you meet your financial future with more confidence.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies

Awards & recognition

  • Fields Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Charla K McIntyre Fields, Inducted to Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists), 2022
  • Charla K McIntyre Fields, Barron’s Top 1,200 Financial Advisors, 2014-2024
  • Charla K McIntyre Fields, AdvisorHub Women Advisors to Watch, 2023
  • Charla K McIntyre Fields, AdvisorHub Advisors to Watch (over $1Bil), 2022
  • Charla K McIntyre Fields, Ameriprise Chairman's Advisory Council, 2002-2024
  • Charla K McIntyre Fields, Ameriprise Chairman's Award, 2002-2022
  • Charla K McIntyre Fields, Ameriprise Circle of Success, 2010-2022
  • Charla K McIntyre Fields, Barron’s Top 100 Women Financial Advisors, 2013-2023
  • Charla K McIntyre Fields, Barron’s Top 100 Independent Financial Advisors, 2020, 2023

Community participation

Marine Toys for Tots Foundation

Mobile Food Pantry for Mission Central Metroplex in Hurst, TX

Honored to be recognized in Barron’s

Congratulations, Charla McIntyre Fields, for being included on the 2024 Barron’s Top 1,200 Financial Advisors list. All of us at Fields Wealth Management are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel more confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust, and to Barron’s for the recognition.

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