WealthStrat is the dedicated investment management business created specifically to serve the unique needs of Chartered Wealth Solutions clients. Built with purpose and advice-led, WealthStrat aligns seamlessly with Chartered’s values and advice, offering independent, transparent, and entirely client-focused investment solutions.

While WealthStrat partners strategically with investment partners where it adds value, every solution is designed with one clear goal: to meet the distinct goals and circumstances of each Chartered Wealth Solutions client. Whether it’s portfolio construction, risk management, or long-term wealth preservation, WealthStrat delivers thoughtful, tailored investment strategies underpinned by Chartered’s commitment to objective advice and enduring client relationships.