Unclaimed brand
Holistic financial planning business that merges your money with your life.
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Hex Code
Color name
RGB
HSL
CMYK
#F4B223
Buttercup
244, 178, 35
41, 90, 55
0, 27, 86, 4
#242F68
Astronaut
36, 47, 104
230, 49, 27
65, 55, 0, 59
#FDD79A
Cherokee
253, 215, 154
37, 96, 80
0, 15, 39, 1
Chartered Wealth Solutions is an independent, privately owned financial planning business focused on helping people make their money meaningful. Its personal, purpose-led approach connects financial decisions with each client’s life, goals and circumstances. A team of 27 Certified Financial Planner professionals creates tailored, holistic plans, while salaried Financial Planning Specialists work without commission-based incentives.
The company offers financial planning for life transitions and retirement, including its Retiremeant™ process, which helps clients plan for retirement as a new beginning and pursue unfulfilled goals on their own terms. Supporting services include investment planning through WealthStrat, tax planning from in-house specialists and accountants, and estate planning through Chartered Legacy and Trust. Chartered Wealth Solutions also runs workshops focused on purposeful planning and a balanced, meaningful life.
To support its community, the brand provides articles, eBooks, newsletters, retirement resources, podcast episodes and The Chartered Show. Its educational content covers topics such as money, retirement, investing and estate planning.
Brand industry
Finance
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How do I download the Chartered Wealth Solutions logo?
The Chartered Wealth Solutions logo comes in two versions: a logo and an icon. Download as SVG, transparent PNG or JPEG.
What are Chartered Wealth Solutions' brand colors?
The Chartered Wealth Solutions color palette uses the hex codes #F4B223, #242F68 and #FDD79A.
The Chartered Wealth Solutions name, logos and brand assets are trademarks of Chartered Wealth Solutions and its affiliates. Brandfetch isn't affiliated with or endorsed by Chartered Wealth Solutions. Their use is subject to Chartered Wealth Solutions's brand guidelines.