Charter Oak Wealth Partners
We are an independent financial planning firm offering clients strategic advice to meet their personalized objectives. Our mission is to make a material and positive difference for our clients by delivering a combination of first class financial planning strategies, investment management as well as estate and closely held business planning.
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Verified contacts
4
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- KM
Kim Modlish
Practice Manager · Operations
EmailPhone - LT
Lori Tedone
Practice Manager · Operations
EmailPhone - CS
Chris Scuderi
Private Wealth Consultant, Charter Oak Wealth Partners · Other
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Charter Oak Wealth Partners
3 distinct titles indexed · top 3 shown.
- 2practice manager
- 1private wealth advisor
- 1private wealth consultant, charter oak wealth partners
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