Greetings!   And welcome to our website.

Chartpoint Financial Group is a comprehensive financial services firm, specializing in long-term wealth accumulation and preservation for individuals, families and small businesses. 

We are an independent, privately owned firm.  This enables us to develop financial strategies and recommendations for our clients unencumbered from institutional demands or corporate pressure to offer any proprietary (“in-house”) products. Simply put, we work for you.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or want more information on our firm, please feel free to email us or call us at (781) 643-5003.  Like our practice, we are constantly striving to improve the content and user-friendliness of this website.  Your feedback is always most welcome. 

Thank you for visiting - we look forward to hearing from you!