Charter Oak Capital Management
Lena Wyand is a seasoned financial professional with extensive experience in financial advisory and planning. Currently serving as a Partner and Financial Advisor at Charter Oak Capital Management since October 2007, Lena assists clients in achieving financial stability and independence through personalized service. Prior experience includes a role as a Senior Associate at Vitale Caturano, where Lena was a Certified Financial Planner, and an associate position at Arthur Andersen, focusing on auditing. Lena holds a degree from the Boston College Carroll School of Management and a Certificate in Financial Planning from Boston University.
Charter Oak Capital Management
Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine. We create success for our clients by identifying their goals and developing investment strategies that accomplish their financial objectives. As your fiduciary, it is very important to understand how we will be helping you achieve your goals. Items below outline what each of us needs to do to in order to make your investment and planning process successful. PARTNERSHIP - Be proactive and dynamic with our planning in regard to the ever-changing landscape of finance, making certain we help you make smart decisions with your money. KNOWLEDGE - Provide interesting information that will keep you up-to-date on the world of finance and investing. RESPECT - We display personal and professional integrity and treat others with the same level of respect that we deserve. As your wealth management team, we will try to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your goals. For more information, please visit http://www.charteroakcm.com.