Facts on Chuck Roberts of the CR Wealth Management Group

Chuck primarily takes clients based on referrals. The majority of his clients are ultra high net worth professionals who work in the financial sector and find his services through existing clients or the firm’s marketing strategies. However, he and his team are open to potential clients who fall outside of this standard.

Though Chuck usually meets with clients once per quarter and provides monthly updates, an 11-member group of professionals is available to help with clients’ questions and concerns.

Because Chuck works primarily with high net worth professionals, he and his team are equipped to deal with the intricacies that accompany trusts, multiple ownership, and insurance plans.

Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE

1095 Avenue of the Americas
3rd and 4th Floor
New York, NY 10036

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