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.
We build modern, cost effective investment plans rooted in academic theory and practical real-world experience. From investor services to comprehensive financial planning to get you on track to reach your goals. Our leadership team has a diverse background ranging from academia to Wall Street.
We offer full Corporate Services geared towards business owners and key executives looking to make the most of their corporate structure. From qualified Retirement Plans to Executive Financial Planning - our team has years of experience serving the needs of executives.