Charter Wealth Management

Charter Wealth Management, Inc., led by Cheryl Sova, CRPC®, is a financial advisory firm based in Raleigh, NC. Cheryl Sova has a Bachelor of Science from North Carolina State University and holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning. She has been an Investment Advisor Representative at Charter Wealth Management, Inc. since June 2023. Prior to this, she served as Vice President at Ameriprise Financial Services, LLC. Cheryl Sova has no disclosed disciplinary information and is also a licensed insurance agent. Cheryl Sova does not receive commissions based on the sale of securities or other investment products. The firm prohibits employees from receiving additional economic benefits for providing advisory services. Clients are not charged performance-based fees. The firm's Chief Compliance Officer, Mr. Plunkett, oversees supervision, recordkeeping, and adherence to the firm's Code of Ethics. Cheryl Sova is the owner of Button Box, LLC, a children's clothing business, but is not actively engaged in another investment-related occupation. The firm emphasizes client-centered problem-solving, particularly in retirement planning. Clients can verify Cheryl Sova's credentials and background on the SEC's website. For further information, clients can contact Mr. Plunkett at (919) 729-2100 or visit www.adviserinfo.sec.gov using the firm's IARD number 162299 or Cheryl Sova's reference number 4042832.