Broker Check

Team

At Strategize Wealth Management Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

David Charnot

Investment Advisor Representative/Managing Partner

(708) 724-3478

david.charnot@hdvest.net

Dave Charnot founded Strategize Wealth Management Group in 2015 to accomplish two major goals: To provide a financial service that would allow anyone to achieve personal financial independence AND to provide a network for financial...
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John DeMarco

Investment Advisor Representative/Managing Partner

(708) 655-1913

(779) 254-2159

john.demarco@myavantax.com

Clients are always surprised at the simplicity of my financial plans. In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients...

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Pamela Bettenhausen

Investment Advisor Representative/Managing Partner

(708) 296-1636

(708) 688-1036

pamela.bettenhausen@myavantax.com

Growing up on the South side of Chicago, I watched as many families struggled with money and finances. From a young age, I was determined to have my own business and to help educate people about the benefits of being financially...

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