The Heritage Team at Charter Oak Financial

A multi-faceted, multi-generational approach to financial planning.

Together with the expertise of our more seasoned advisors and the fresh perspectives of our newer talent, we’re uniquely positioned to help you grow your wealth efficiently, expertly, and with the knowledge that the team helping you today will be here for you for generations to come.

Work With Us

As part of Charter Oak Financial, we share the firm’s thoughtful approach to building client relationships.

A Tailored Approach

No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.

Authentic Relationships

Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.

Unique Perspectives

By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.