Your passions inspire your goals. Pursuing your goals ignites our passion.

You have an appetite for experiences and a thirst for knowledge. Let’s explore the world, certainly. But above all, let’s explore your potential. Plan well. Live well. Chartwell.

WELCOME TO CHARTWELL AMG OF RAYMOND JAMES.

Business Owners
Individuals
Institutions

I’ve traveled the world. I’ve enjoyed many experiences. But I am more interested in the journey you want to take – and helping make it happen. What is the life you aspire to?

Joseph klauzar, founder of chartwell amg

Professor

As an educator in behavioral and modern finance at UCLA and California State University Long Beach, Joseph Klauzar is a thought leader and practitioner on global financial topics shaping your world.

Experience

I speak Japanese. I speak Mandarin. I speak German. But when I speak finance and investing to my clients, I explain in plain English not just what we are doing, but why – so there is a clear understanding.

Joseph klauzar, founder of chartwell amg

Author

Joseph Klauzar has written many articles and is currently working on a book on mathematical finance. It is part of his mission to share his knowledge.

Philosophy

I want my clients to be comfortable. We explain “how the gears turn inside the box” so they feel good about the investment decisions we are making.

Joseph klauzar, founder of chartwell amg

Global citizen

Though he makes his home in Los Angeles, Joseph Klauzar has visited nearly 60 countries on five continents and has lived and worked in Asia for 15 years and Europe for five years. It gives him a unique global perspective.

Difference

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