Charles Sargent

I provide comprehensive investment planning. Based on your unique goals and situation, I can help you develop a diversified investment portfolio. My mission is to help clients review their assets, make sound financial decisions, and pursue their goals so they can spend more time doing the things they care about most. I started my career at Wells Fargo Advisors in 2013, immediately joining an experienced team with my father, Charles F. Sargent IV, and Joe Anibal. Joe retired in September 2016 and my father retired at the end of April in 2018. I have had the opportunity to learn from two seasoned financial advisors while servicing clients, developing my own knowledge of the markets, and integrating new technology and processes into the group. I am grateful for the opportunity to continue the team's work well into the future while giving clients the longevity they are seeking. I offer specialized, diverse, and disciplined strategies while always maintaining the highest standards of integrity and professionalism. Upon graduation from the United States Military Academy at West Point, I joined the Army in 2001. After seven years of military service, including two deployments, I honorably separated from the Army and worked at PepsiCo for the next five years in a sales capacity. I have lived and served in a variety of locations across the country and the world, gaining a unique perspective and reinforcing my desire to help people improve their lives. I have been married to my wife Beth, a nurse, for over twenty years. We have two wonderful children, Chuck VI and Bobby.