Charles Hamilton,

With more than 30 years of experience in financial planning and investment management, Chuck Hamilton has the accumulated knowledge and perspective to help you with your financial goals. Chuck understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Chuck will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Chuck endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.

Based on what he learns about you and your goals and an analysis of the current financial markets, Chuck designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Chuck puts it into action and seeks opportunities to adapt to life changes and new goals.

Chuck began his career in financial services in 1990 and previously spent over 20 years with Fidelity Investments. Today, Chuck provides financial planning through the use of equities, fixed income, managed money and 529 education savings plans and more through Raymond James.

A native of Massachusetts, Chuck resides in Kirkland, Washington. Away from the office, enjoys golfing and boating.