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At Chart Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Adam Blumberg, CFP ®, CLU ®



Adam is co-founder and owner of Chart Wealth Management. As a CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter and Certified Family Business Specialist he brings a wealth of knowledge to all of Chart Wealth Management’s clients...
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Ron Dixon, MBA, CFBS



Ron is co-founder and owner of Chart Wealth Management. He holds an MBA in Finance in addition to being a Certified Family Business Specialist EXPERIENCE After 20 years working in the corporate world, and especially for small,...
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