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Partners In Your Success

At ChartHouse Capital, your goals are our business.  We offer comprehensive strategies through a spectrum of financial services, and we take pride in delivering results.  The strength of our firm can be measured by our lasting client relationships. 

Plan for the future by getting started today.    

Welcome to ChartHouse Capital

ChartHouse Capital is a Financial Planning and Investment Advisory firm located in Hingham, Massachusetts.  We provide independent investment advice and asset management services to private clients and businesses.

Our advisors will work to establish a plan specific to your needs.  Allow our highly-credentialed partners the opportunity to compete for your business.

Contact us today for a free consultation.

Financial Planning

At ChartHouse Capital, we can solidify tomorrow by planning today. As Warren Buffett said, "Someone is sitting in the shade today because someone planted a tree a long time ago."

Retirement

Longer life expectancies are changing the retirement landscape.  Together, we can determine how to meet your expenses and maintain your desired lifestyle in retirement.

Wealth Management

It takes a flexible approach to craft a custom result.  Together, we will build an asset allocation specific to your particular objectives.  And when capital markets change, we will change with them.

Estate Planning

Tax reduction may be the primary objective of estate planning, but there are opportunities as well.  A proper estate plan can provide for your loved ones and their interests well into the future.

Our Areas of Expertise

Market Summary


College Planning

An education is the greatest gift you can give a child. We can help you to prepare for one of life’s biggest investments.

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401k & IRA Rollovers

Take control of your retirement assets now.  Your investments will need to keep on working, long after you have retired.

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Insurance

It's better to have it and not need it, than to need it and not have it.  The right coverage can make all the difference.

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