Charlesworth & Rugg is an independent investment advisory firm registered with the SEC. Since 1976 we have specialized in managing portfolios for individual investors, corporations, retirement plans, trusts and foundations.
From experienced investors looking for advanced financial planing strategies, to individuals now focused on saving for the future, we have a service level to suit your needs.
Our goal is to understand each client’s unique situation and Total Wealth through a comprehensive financial planning process.
This allows us to understand our client’s circumstances from many angles and provide personalized advice that matches their assets to their long-term goals and objectives.
For those looking for straight investment management, our investor services offer an easy entry point into our firm. With the same sophisticated core strategies, we provide investment management to clients with less of the handholding.
For clients with higher net worths looking to incorporate full financial planning or advanced estate planning strategies, we offer our private wealth services. Clients in private wealth have more custom-tailored investments and financial planning included in their same transparent fee.
For high net worth individuals or families we provide a family office suite of services geared towards growing wealth and preserving it for generations to come. Clients in our family office services have access to additional investment opportunities in private equity or other types of alternative investments.