Chartered Wealth Management (CWM)

Founded in 2001, Chartered Wealth Management is an independent, fee-based financial planning practice based in South Africa. The company's mission is to help clients, particularly those approaching or in retirement, to live their best possible lives with the money they have. They employ a "life planning" approach that integrates personal goals and well-being with financial strategy, focusing on investment management, retirement income planning, and estate planning. The firm is an authorized Financial Services Provider (FSP No. 6347).