Charter Wealth Strategies

Charter Wealth Strategies Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Charter Wealth Strategies, Financial service, 101 W. Big Beaver Road STE 500, Troy, MI.

07/17/2026

🎉 Cue the confetti! We've got two big reasons to celebrate as two of our advisors have been recognized on the 2026 Forbes | SHOOK Research Top/Best-in-State Financial Security Professionals list. 🔗https://www.forbes.com/lists/top-financial-security-professionals/ 🎉

🏆 Adam Lawrie, CFP®
🏆 Brian Cross, CFP®, RICP®

Their passion for serving clients, commitment to excellence, and genuine care for the people they work with continue to raise the bar every day. We're grateful to have them leading the way and are excited to see this milestone added to their journey.

Please join us in congratulating Adam and Brian on this incredible milestone! 👏🎉

🎉 Not one, but TWO of our advisors have been recognized on the Forbes | SHOOK Research Top/Best-in-State Financial Secur...
07/16/2026

🎉 Not one, but TWO of our advisors have been recognized on the Forbes | SHOOK Research Top/Best-in-State Financial Security Professionals List! 🔗https://www.forbes.com/lists/top-financial-security-professionals/ 🎉

We’re proud to celebrate:
🏆 Adam Lawrie CFP®
🏆 Brian Cross CFP®, RICP®

This recognition reflects the dedication, professionalism, and client-first approach our advisors brings to our practice every day. Their commitment to helping clients navigate life's financial decisions with confidence is a testament to the meaningful relationships they enjoy building and the trust they’ve earned along the way.

Please join us in congratulating Adam and Brian on this well-deserved achievement! 🎉🎊🎉🎊

(Forbes Best-in-State Financial Security Professionals
Ranking published July 2026. Data as of December 30 of the previous year. No compensation was provided in exchange for the ranking. Licensing fees apply to use of the Forbes logo.)

🎆Happy Independence Day!Wishing you, your family, and your loved ones a safe and happy Fourth of July.🎇
07/04/2026

🎆Happy Independence Day!

Wishing you, your family, and your loved ones a safe and happy Fourth of July.🎇

Happy Father’s Day to all dads and father figures in our communities, and a special recognition to the dads of Charter W...
06/21/2026

Happy Father’s Day to all dads and father figures in our communities, and a special recognition to the dads of Charter Wealth Strategies!

Your commitment to your families, clients, and community makes a lasting impact every day. We celebrate and appreciate all that you do!

A new month brings a fresh opportunity to pause and reflect. 🔃As we move into June, it's a natural time to revisit finan...
06/08/2026

A new month brings a fresh opportunity to pause and reflect. 🔃

As we move into June, it's a natural time to revisit financial goals, spending habits, long-term priorities, and important milestones for the year ahead.

Here's a checklist you can utilize in your next conversation with your financial advisor 📝

In honor of Memorial Day, we remember and pay tribute to the courageous men and women who made the ultimate sacrifice fo...
05/25/2026

In honor of Memorial Day, we remember and pay tribute to the courageous men and women who made the ultimate sacrifice for our freedom.

Their legacy continues to inspire gratitude, reflection, and unity today and every day. Wishing everyone a meaningful Memorial Day. ❤️🤍💙

💰Financial preparedness includes planning for life's unexpected moments. An unexpected illness or injury can impact more...
05/19/2026

💰Financial preparedness includes planning for life's unexpected moments.

An unexpected illness or injury can impact more than just your health-it can also affect your everyday financial responsibilities and long-term goals.

May is Disability Insurance Awareness Month, a timely reminder to review your current strategy with your advisor. 🔍

Use this checklist as a starting point for your next conversation with your advisor. 📝

Last Friday, our team stepped into the kitchen at the Ronald McDonald House Charities - Detroit to prepare and serve a h...
05/11/2026

Last Friday, our team stepped into the kitchen at the Ronald McDonald House Charities - Detroit to prepare and serve a home-cooked meal for families staying close to their loved ones during difficult times.

Something as simple as warm meal can provide comfort, care, and a small sense of normalcy when families need it most. 💖

We're grateful for the opportunity to give back and support such an impactful organization. ❤️

Behind so many strong families, thriving communities, and meaningful moments are the mothers who help make it all possib...
05/10/2026

Behind so many strong families, thriving communities, and meaningful moments are the mothers who help make it all possible.

This Mother's Day, we extend our gratitude and appreciation to all the amazing moms and mother figures. 💐

Thank you for everything you do. Happy Mother's Day! 🌷

Turns out our corner needed a little... creative direction🎨🖌️So last week, we brought in some very talented mini designe...
04/27/2026

Turns out our corner needed a little... creative direction🎨🖌️

So last week, we brought in some very talented mini designers for Bring Your Child to Work Day. Safe to say- they understood the assignment. 🖼

Looks like we might be keeping them on payroll😆🌟

What do you think?

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101 W. Big Beaver Road STE 500
Troy, MI
48084

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