Masters Group

At WealthCharter, we understand that simplifying wealth is not just about accumulating assets, but also about creating a plan that aligns with your unique goals, values, and aspirations. As a team of experienced financial professionals, we specialize in providing comprehensive financial and tax planning expertise to help you achieve your aspirations and maintain a secure financial future.

Our Story

WealthCharter was founded on the principles of trust, integrity, and a passion for helping individuals and families achieve their financial goals. Our founder, Tim Hawkins, CFP, MBA, has over two decades of experience in the financial industry, and his extensive knowledge and expertise have been instrumental in shaping our company's approach to financial planning.

Our Approach

At WealthCharter, we believe that every individual has a unique set of circumstances, goals, and aspirations. That's why we take the time to get to know each client, understanding their values, risk tolerance, and financial objectives. We then use our expertise to develop a personalized plan that addresses their needs, wants, and long-term goals. Our comprehensive financial planning process includes:

• Exploration: We work closely with each client to understand their financial goals and aspirations, reviewing their financial documents, tax returns, and estate plans to gain a clear understanding of their current financial situation.
• Document Review: Together, we review and analyze the client's financial documents, identifying areas for improvement, and creating a plan to optimize their financial resources.
• Charting the Course: With a clear understanding of the client's goals and financial situation, we chart a course to achieve their aspirations, monitoring progress, and making adjustments as needed.

Our Expertise

Our team of professionals has many years of experience in the financial services industry, with a deep understanding of retirement planning, investment management, estate planning, and tax planning. We take a proactive approach to helping our clients achieve their financial goals, providing guidance, and support every step of the way.

Contact Us

While our online presence is extensive, we believe in the importance of personalized service. If you're interested in learning more about our services or would like to schedule a consultation, please don't hesitate to reach out.