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Who We Serve

Define your version of financial success.

We know family is everything to you. Because of this, our services are centered around your family and your business.

 

We specialize in working with people who are committed to their goals, driven to grow their significant success, and want a team to help simplify their sophisticated financial lives.

 

We understand the importance of working to preserve and grow your assets. Our top priority is to help you have a deeper understanding of what you’re doing and why so that you can feel good about your financial decisions.

 

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.

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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