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Financial independence, according to your vision.

Coordinating Your Financial Life.

Whether you’re looking to expand or sell your business, seeking to protect your assets, or planning for retirement, Fernandes & Charest Wealth Management will create a personalized plan that aims to address even your most complex needs.

 

Financial guidance, comprehensive planning, and wealth
management to help you pursue your next milestone.

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Fernandes & Charest Wealth Management

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1140 State Road Westport, MA 02790 | (508) 636-6556 | www.fernandescharestwm.com

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Fernandes & Charest Wealth Management, along with its investment advisor representative, Matthew Neville.

 

Fernandes & Charest and its individual partners, Johnny Cordeiro and Otto W. Schleinkofer III, are solicitors to Integrated Partners and are not registered investment advisors. Solicitors do not provide investment advice and are compensated solely for their referral services but are otherwise unaffiliated with Integrated Partners. Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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