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Charted Wealth

EST. AUM
$300,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website chartedwealth.com
Client types

Overview

Charted Wealth is a boutique wealth management firm with offices in Reading, Massachusetts, and Latham, New York. Founded by George M. Bowen and Jim Davos, the firm provides personalized financial planning and investment management services to a diverse clientele of individuals and families. The practice emphasizes a "seamless financial journey" by collaborating with clients' other trusted professionals, such as attorneys and accountants, to ensure a holistic approach to wealth stewardship. Charted Wealth is built on a foundation of fiduciary care, utilizing institutional-quality research to construct diversified portfolios tailored to specific risk tolerances and long-term financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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