Charton Financial Group strives to serve as a leading provider in the delivery of wealth management, risk management and employee benefit strategies. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized, comprehensively independent and integrated financial services. Charton Financial Group is proud to have served our clients for nearly four decades and in that time we are proud to have earned the reputation as qualified industry professionals. Our professionals share a singular focus centered entirely on advancing the interests of our clientele. We take great pride in the scope and depth of our organization which enables us to remain authentic to our mission, employ our guiding core values and pursue the greatest impact in support of our client objectives. As we partner with our clients to understand their specific needs, goals and visions, we leverage our independent business model to offer our clients holistic planning and access to a broad universe of robust experience, products and services. This client centric model empowers us to bring together dynamic innovation, preferred relationships, advanced resources and extensive decision and implementation support services. In that spirit, we aim to empower our clients to preserve what is important, inspire the creation, seek growth and preservation of assets, effectively manage risk and to help organizations advance their human and financial capital. We endeavor to bring our individual and corporate clients balanced strategies to help them prosper long term and Envision Optimized Returns In Life ®

Sequoia helps businesses achieve their goals through smarter people spend. For 24 years, we’ve specialized in VC and PE-backed companies, guiding and administering their total compensation and benefits for their global workforce. With our always-on advisory, unified service model, and powerful platform, we give clients a complete view of their people spend, help reduce costs, protect their company, and win over the top talent they need for their mission.

With decades of experience supporting businesses, families, and clients of all sizes throughout the West and across the country, our team combines the expertise of prominent agencies who provide services in industries including technology, manufacturing, construction, real estate, cannabis, social services, and risk management compliance. Together, we serve clients as trusted advisors to protect their employees, assets, manage costs, mitigate risk, and achieve financial security. Designing creative and unique insurance and employee benefit solutions to create the greatest value for our clients is the mission that we dedicate ourselves to every day. Because of this relentless drive we are one of the largest insurance agencies on the West Coast and have partnered with some of the most dynamic companies on the most crucial aspects of business risk management and employee benefits.

United AMG Partners is a nationwide full service insurance consulting firm offering all lines of insurance coverage for small, mid-size and large companies. We design plans that are custom tailored for each individual employer and their employees because no two companies are ever alike. Unlike other brokers who only sell off-the-shelf plans, the United AMG consultants specialize in using out-of-the-box creative strategies that save business owners on average 20% - 30% on their insurance cost. Combining our extensive knowledge and experience in the industry with new technologies, we are able to provide all of our clients with the first class service when it comes to their employee benefits and business insurance. Our goal at United AMG Partners is to save our clients as much money as possible without sacrificing the richness of their benefits, educating employees how to use their benefits wisely, and also staying one step ahead of the curve with our cutting edge technology.