About Our Firm

“We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable rights, that among these are life, liberty and the pursuit of happiness.”

--The Declaration of Independence, Thomas Jefferson at age 32


Charter Wealth Management, LLCis a comprehensive wealth management firm based in Houston, Texas. We assist clients throughout the U.S. who want thoughtful advice delivered with intelligence, integrity, objectivity and expertise. The firm was formed in Houston, Texas in 2007, under the direction of Daniel S. Offutt, MBA, CFP®. Daniel has been helping clients with tax and financial matters for over 29 years. Daniel S. Offutt is affiliated with Cetera Financial Specialists LLC as a registered representative and with Cetera Investments Advisers LLCoration as an Investment Adviser Representative.


Our mission is to vigilantly preserve and increase the real wealth of our clients. Charter’s approach to wealth management focuses on helping you achieve your financial needs and desires. We are different. Our highest priority is to create client centered investment strategies by implementing the most relevant financial services. These strategies may include the following:


  • Portfolio Analysis and Design
  • Asset Allocation Design
  • Investment Management
  • Stock Option Planning
  • Estate Planning
  • Retirement Planning
  • Retirement Income
  • IRA
  • Pension Distribution Planning
  • Net Unrealized Appreciation in Employer’s Stock Planning
  • College Funding Strategies
  • Annuities
  • Insurance: Long Term Care, Disability, Life.

Retirement Plan Services (Comply with ERISA Section 404(c)


We also offer Tax Services:

  • Individual Tax Preparation and Planning
  • Federal and State Income Tax Preparation for Businesses and Non-Profit Organizations

We recognize that our clients lead active and complex lives. You understand that managing your wealth is more complicated and time-consuming than ever before. Working with specialized investment professionals provides you a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with legal and other professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.  We listen to you and your family’s needs, we analyze, we implement, we monitor… We help give you financial freedom.


For more information on our firm, we invite you explore our web-site, to call us toll-free or to email us. We look forward to discussing your personal needs and how we might provide investment advisory services and financial support to you.