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Happy New Year - Our 2019 Year in Review
As we begin 2020, we would like to take a moment to share all that Chartwell accomplished in 2019!
Chartwell Adds Dallas Presence, Expands Into Southwest
Chartwell is pleased to announce the addition of our eighth office: Dallas, Texas. With more than 25 years of financial advisory experience, Chartwell has again expanded its national presence to better serve clients across the country.
The Pros and Cons of ESOPs
ESOPs are found in publicly traded and closely held companies of every size, across every industry of the economy, and are particularly common in the AEC industry. It is no surprise why this retirement plan has gained popularity among business owners, management, and employees. For shareholders, ESOPs are a valuable liquidity mechanism that minimizes business disruptions. For employees and management, ESOP participation is a reward for years of dedication and hard work as well as an incentive for future business growth. Moreover, the benefits of ESOP ownership can be accomplished on a tax-advantaged basis.
Chartwell Hosts 2019 Pro Day
Chartwell recently welcomed undergraduate students in Minneapolis for our fourth annual educational outreach program. Chartwell Pro Day is a chance for students in finance and business fields to get to know the folks at Chartwell and become familiar with our career options, including internships.
Chartwell Employees Celebrate 2019 Charity Day
Chartwell employees from seven states gathered together to serve the youth community by volunteering at elementary schools in the inner cities of Minneapolis and St. Paul, Minnesota. The entire firm devoted a full work day to serve Chartwell’s charitable mission to make the world a little better place to live and gave back to the community that has housed our company headquarters for the past 24 years.
© 2018 Chartwell Financial Advisory, Inc. All Rights Reserved.
Securities transactions may be effected and offered through Chartwell affiliate, CCS Transactions, LLC.