• We Are All About You

    Investing is about you, your independence and your financial freedom.

    You Are Unique.
    We value your individuality and your specific financial goals and objectives. We take you very seriously. We listen. We care.

    Your investment portfolio is about everything important to you. It is about you, your financial freedom, your ideals, your family and your charities both now and after you pass.


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    We Offer You Experience

    In the business since 1985, our wise and experienced team is all about you. We offer you integrity, customization, flexibility, a working knowledge of your personal economy and a strategy that maneuvers and responds to the economic variables of the greater economy.

    Our goal is to gain your trust. We always put your best interest first.


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  • "I met with Challenger Wealth Management a number of years ago and have received nothing but a top-notch client experience. I have always found them to be ethical, client focused, and more than willing to go the extra mile for me and my personal goals. I have no hesitation whatsoever in referring them on to someone looking for a client-focused financial advisor.”

    -George C.

  • Your Success

    At Challenger Wealth Management, our mission is to provide high net worth investors with sound advice and diversified strategies to satisfy their long-term financial goals. Offering personalized service tailored to each client’s unique needs, our principal investment objectives are to increase yields and reduce risk.


    Our Investment Philosophy

  • We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 949.754.0464. We look forward to hearing from you.

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