OUR STORY:

Rob Smith founded Chartwell in 2000. Before founding Chartwell, Mr. Smith had had a very diverse business career in which he was a licensed attorney, real estate developer, investor, promoter and manager of a diverse portfolio of going concerns in the manufacturing, retail, wholesale distribution, technology and other “bread and butter” industries. After one of his companies was sold to a Fortune 1000 company in 1998, Mr. Smith began to be inundated from friends and business acquaintances for corporate finance and strategic business advice. He discovered that he had a unique gift of being able to quickly identify and propose solutions to a wide array of corporate finance issues that brought great value to those seeking his help. Simply put, he had already experienced and crafted solutions for many of the problems and opportunities that business owners face; and had learned the value of objective, third party advice. Chartwell was started to perform corporate finance advisory services; however, the business grew to where it currently offers the following services:


CORPORATE FINANCE ADVISORY SERVICES
MERGERS AND ACQUISTIONS
VALUATIONS
LEGAL
ESTATE AND SUCCESSION PLANNING
RETIREMENT AND PENSION PLANS
EMPLOYEE BENEFITS
WEALTH MANAGEMENT
INVESTMENT RESEARCH
TAX AND ACCOUNTING
NETWORK OUTSOURCING
REAL ESTATE ADVISORY



Chartwell offers “soup to nuts” business, corporate finance and wealth management services to its client base. Through years of relationship building, Chartwell has aligned itself with best in the industry strategic partnerships that allow it to identify and solve a wide and complex array of issues. Think of Chartwell as a master home builder, only in the corporate finance, employee benefits and wealth building industries. Chartwell has the big picture vision to grasp a multiple of different complex business and individual issues, envision a finished product and coordinate all the components to see that what is envisioned gets realized. Chartwell’s “subs” are master craftsmen in their industry and the “subs” that get used are the ones who provide the best service.
Chartwell starts by evaluating the client’s business. In most situations, there is no individual wealth unless it is produced and created by a business model. Chartwell’s years of experience in evaluating many different business models and working with talented professionals in many different industries allow it to give independent, objective third party advice and perhaps as is often the case to make recommendations that save the business money, increases its sales or enhance its efficiencies. Chartwell leverages its business experience with its network of best in the industry professional service providers to give objective “real world” advice to make your business stronger and more profitable. It is generally a good and useful exercise to have us “take a look under the hood” to see if we can bring value to your business. It is our experience that business owners need this service as it is very easy for management’s judgment to be clouded by the many demands of “running a business.” Wealth cannot be managed effectively unless there is a clear understanding and appreciation of how it is created.
While Chartwell has several different fee structures: upfront retainers, hourly rates, success fees, etc., our most basic and preferred method is to simply have a willing and open minded client (business or individual) have us take a look at their business and or individual needs to simply see if we can help them. This model is of little cost to the client, except a little preparation and time, and we feel it is the best model for opening a potentially long lasting relationship.