Financial Wisdom With Care
Who We Are
Most people don’t have the time, expertise, or desire to actively manage and grow their wealth. That’s why we start by learning about your current financial situation, whether it involves major life changes, new grandchildren, or concerns about outliving your money. If it’s happening in your life, it should be reflected in your financial plan.
Our mission is to help you feel confident, relaxed, and at peace, knowing you’re on the right path to achieving your goals. It all begins with identifying the services that will support your needs, from income planning, wealth management, tax planning, healthcare & long-term care, and legacy & estate planning).
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Certified Financial Fiduciary®
About Steve Charlton
Speaker. Educator. Advisor
Steve Charlton is a man of faith, honor, and integrity. Whether at the gym, on the trails with his wife or in the bleachers watching his boys play baseball, Steve brings that same high level of care and passion to the conversation of Wealth & Distribution, and more importantly how the tax code can work for us and not against us.
As a Certified Financial Fiduciary®, Steve serves as a Wealth Preservation & Distribution Specialist and takes that title seriously. He was fortunate to begin his career in the financial industry serving as a bond-broker, working with CFO’s of banks & credit unions. This allowed him to experience and learn the institutional side of the markets, which provides tremendous wisdom to be shared into the consumer market. In 2005, Steve decided to launch his own firm and has now helped nearly 2000 families spread across the nation who have entrusted him with their financial well-being. Steve’s client base is diverse in both their professional backgrounds & financial needs. Steve has been actively serving his clients for nearly 20 years and proudly owns a record free of any consumer complaints. This is a direct result of the core values at Wisdom Financial.
“As fiduciaries, it is our job to do what is in the best interests of our client, as Certified Financial Fiduciaries®, our job is to foster a relationship of trust, morally, ethically, and legally. The client should demand that level of the duty of good faith, duty of care, and duty of loyalty. This is what drives us, so that our client’s best interests always come first. We then take it to the next level and employ full transparency for both our clients and the multitudes of financial institutions that we work with. Our clients become our family and we could not be more grateful to serve and protect them.”
“We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to and through the complete duration of your retirement lifecycle. Our team will equip you with a personal, thorough & exclusive plan that is actively managed to ensure you continue to prosper throughout your retirement years, regardless of what goes on in the markets, economy, government, or health. We call it the ‘Peace of Mind Factor’”
-Steve Charlton, Certified Financial Fiduciary®
Among his many accomplishments, Steve is a professionally trained speaker and gifted fitness junkie & life coach. As a speaker, Steve travels to speak from an educational perspective around the topic of economic mathematics, which is how to leverage a dollar. He says all too often that, “the greatest thing about math is that there are no agendas, which is the selling that is so prevalent in this industry, but more importantly math has no emotions, 2+2=4 doesn’t give anyone anxiety.” So, his passion to educate others on tools of the wealthy and how to view both the market and any asset class, as simply a tool to get a job done. When you use the right tools for the right job, you can guarantee success.
As a coach, Steve uses his spiritual gifts of speech, habit control, and gratitude to guide married businessmen with children how to lead themselves, their wives, their families, and their businesses into elite levels of purpose. Having served as deacon at his church for several years, Steve quickly realized the need for masculine leadership among the congregation, which has grown to serve married men & families across the nation. Whether recreationally volunteering in his community or professionally helping his clients secure, grow and preserve their wealth, Steve and the whole Wisdom Financial team’s authenticity, sincerity, and passion for continual growth and expansion cannot be duplicated.
