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Someone is sitting in the shade today because someone planted a tree a long time ago.

Warren Buffett 



Grow, Protect & Nurture Your Wealth with Charter Oak

Whether you’re ready to schedule your complimentary consultation or you’re looking to get a few questions answered, we’re happy to help. Simply give us a call today or fill out the form to get started. 

tel: (800) 646-5720
FAX: (866) 289-0903
Email: info@charteroakcm.com



Locations & Directions



Portland Office 

One Monument Square, Suite 502
Portland, ME 04101

Written Directions

Kennebunk Office

68 Main Street, Suite 3
Kennebunk, ME 04043

WRITTEN DIRECTIONS 

Portsmouth Office

Two International Drive, Suite 325
Pease Tradeport
Portsmouth, NH 03801

WRITTEN DIRECTIONS