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"Go confidently in the direction of your dreams. Live the life you imagined."

-Henry David Thoreau

We Are Here to Help You Get There

We take the time to understand what you want out of life-for yourself, for your family, and for your charities.

We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals.

We have years of experience collaborating with clients like you. We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want, from wherever you are. 

We understand that unexpected events and life changes can impact your dreams. We monitor and track your progress every day and adjust your financial plan along the way.  

 

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Our Planning Process Is Chart and Compass to Help You Arrive at Your Financial Goals.

We start by helping you identify your goals and evaluate where you are relative to those goals.

We evaluate your options and recommend strategies to help you get where you want to be.

We don't stop there.  We help you implement the recommendations.  Then, we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams. 

Your goals are our navigation systems, kept always at the center of our recommendations and strategies.


We measure our success by your success.


Challenger Wealth Management is a registered investment adviser in the State of California and other states as required under applicable state securities laws. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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