Who We Are

“Reputation is what others know about you. Honor is what you know about yourself.”
― Lois McMaster Bujold

^{our vision and values}

Instead of filling this section with
ornate prose for our Vision Statement,
we're going to sum it up in 9 words:

Independent Financial Advice.
Extraordinary Client Service.
Peace of Mind.

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Our Commitments to You:
‣ We will always put your best interests first.
‣ We will carefully listen to your needs, priorities and goals.
‣ We will craft a customized financial roadmap to take you from
where you are, to where you want to be.
‣ We will use an educational approach to help you make informed
financial decisions.
‣ We will never make you feel rushed to make a decision.
‣ We will always maintain your personal and financial information in
strictest confidence.
‣ We will be prudent stewards of your hard-earned assets.
‣ We will always put people first—you are never just a number at
Charthouse.

^{Who You Will Work With}
Meet Your Team

Charthouse

Cyndi Stewart, ChFC^®

Owner/Chartered Financial Consultant

(860) 758-5013

cyndi@charthousewealth.com

For over 25 years, I have worked in the Financial Services industry—in banking, insurance and investments. Regardless of whether I was at a large corporation or a small firm, a management position or a back-office role, throughout my...

Russell Morris

Financial Advisor

(860) 758-5013

russell@charthousewealth.com

Russell has a B.S. in Business Administration with a concentration in Finance from UConn and has worked in the Financial Services industry for over a decade. He began his career as support staff for a number of advisors, allowing him...

Andrew Jenkins

Operations and Marketing Director

860-758-5013

andrew@charthousewealth.com

As an entrepreneurial spirit, Andrew Jenkins has worked in both large operations and small intimate concerns fostering process development, documentation and data collection. He has extensive experience with setting up Total Quality...

Lily Duperre

Client Services and Digital Marketing

860-758-5013

lily@charthousewealth.com

My name is Legacy Duperre, but you can call me Lily. I am likely the first person you talk to or see here at Charthouse. I have ten years of customer service experience and have over five years of experience in administrative support....

Sheba

Chief Canine Officer

Although I usually work remotely from home, occasionally I come into the CT office (most likely on a Friday) to greet and gladpaw with clients. I particularly enjoy sitting in on meetings in the conference room, usually stretching out...

Pearl

Barketing Director

Originally from sunny California, I am a bi-coastal executive with an advanced degree in generating single-syllable expressions whenever anyone enters the office. Particularly the UPS guy. My hobbies include chasing squirrels and doing...

^{Are You Ready?}
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

Who We Are

our vision and values

Independent Financial Advice.Extraordinary Client Service.Peace of Mind.

Our Commitments to You:

Who You Will Work WithMeet Your Team