Charter Capital Management, Inc

Samuel Verhulst is a financial advisor at Charter Capital Management, Inc. in Brookfield, WI, holding a Series 65 designation with seven years of industry experience. He has been with Charter Capital Management since 2018 and previously worked at Vogel Consulting from 2014 to 2017. Charter Capital Management provides fee-only wealth management and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and foundations. The firm employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to individual stock selection, integrating passive index funds and ETFs with select active managers and individual securities.

Joel Hassler is a CFA® charterholder with 25 years of industry experience and has been with Charter Capital Management, Inc. since 1993. He holds a Series 63 license and is based in Brookfield, Wisconsin. Charter Capital Management, LLC is a fee-only wealth management firm serving individuals, high net worth clients, trusts, pension and profit-sharing plans, and foundations. The firm employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach to individual stock selection, balancing passive index funds and ETFs with select active managers and individual securities.

Daniel Glaser is a CFP® professional with 29 years of industry experience. He has been with Charter Capital Management, Inc. since 2004 and previously operated his own CPA practice for 30 years. Charter Capital Management, LLC provides fee-only wealth management and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and foundations. The firm employs a strategic, long-term asset allocation framework combined with a “growth at reasonable prices” approach, blending passive index funds and ETFs with select active managers and individual securities.

Alexandra Cali is a financial advisor at Charter Capital Management, Inc. in Brookfield, WI, holding a Series 65 designation with nine years of industry experience. She has been with Charter Capital Management since 2016. Charter Capital Management, LLC provides fee-only wealth management and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and foundations. The firm employs a strategic, long-term asset allocation approach combined with a “growth at reasonable prices” stock selection strategy, blending passive index funds and ETFs with select active managers and individual securities.