Strategic Partners

“If knowledge is power, knowing what you don't know is wisdom."
― Adam Grant

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Meet Our Strategic Partners

At Charthouse, we can assist you with a broad range of financial issues, but we are not CPAs or Attorneys, and we do not provide specific tax or legal advice. We partner with people who do provide these services.

In order to ensure all aspects of your financial life are properly addressed, we can coordinate with your chosen tax professional or estate planning attorney. If needed, we are happy to introduce you to the professionals within our network that we work with on a regular basis:

Nick Kubacki, Estate Planning Attorney of McLane Law

Attorney

Attorney Nick Kubacki brings a passion for guiding clients through the intricacies of estate planning, elder law, business law, and landlord-tenant law. With a focus on personalized counseling tailored to each...

Jean M. Achatz, CPA of Aaron Smith, P.C.

Certified Public Accountant

A member of the firm since 2002, Jean was formerly a senior accountant and now oversees various audit, review and compilation engagements. She works directly with clients on accounting and software issues, and with...

Kerri S. Reed, CPA

Certified Public Accountant

I began my accounting career while living in Nantucket after graduation. I moved back to my hometown of Westfield to continue my education. I graduated with honors from American International College in 1995 with...

John Foxx, Medicare Specialist at My Benefit Advisor

Medicare Specialist

I’ve lived in northern Connecticut with my wife Laura for the last 22 years and we’re both Uconn grads. We love to travel and cook great meals for our friends and family, so I’m always looking for destination suggestions and new...

^Resources
Learning Library

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Start Your Journey