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Charter Wealth Management LLC

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

Following are the states in which Daniel S. Offutt is licensed: Arizona (AZ), Colorado (CO), Illinois (IL), Montana, and Texas (TX)

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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Charter Wealth Management LLC

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Do You Know Who Your Beneficiaries Are?