Founded in 1993, Charlesworth & Rugg, Inc. is an SEC-registered investment adviser based in Williamsville, New York. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or third-party payments, which aligns its interests with those of its clients. Its core services include comprehensive financial planning, portfolio management, and investment advice tailored to individuals, families, and small businesses, with a mission to provide objective and personalized financial guidance.

Founded in

United States