Charter Oak Wealth Partners Salary

Charter Oak Wealth Partners Salary

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As of August 2026, the average annual salary for employees at Charter Oak Wealth Partners in the United States is $94,172. This translates to an approximate hourly wage of $45. Salaries at Charter Oak Wealth Partners typically range from $82,600 to $106,709 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Charter Oak Wealth Partners Pay for Different Roles?

Explore detailed salary information for specific jobs at Charter Oak Wealth Partners. Based on our data, the highest paying job is the Practice Manager, with an annual salary of $123,036. The table below outlines the annual salary ranges for most popular roles within the company.
How accurate does the salary look to you?

Current Job Openings at Charter Oak Wealth Partners

Ready for your next career move? Explore current job openings at Charter Oak Wealth Partners. Use the search tool below to find available positions by title and location and apply directly to start your career.

Is Charter Oak Wealth Partners’s Pay Competitive? Salary Benchmarking Analysis

How does Charter Oak Wealth Partners's compensation stack up against the industry and its key competitors? Our salary benchmarking analysis provides a clear comparison. The chart below visualizes this comparison alongside select peer companies.
Competitor / Benchmark Avg. Salary Variance Primary Market Influence Factor & Explanation
Gulfstream Mergers & Acquisitions $85,734
-9.0%
Gulfstream Mergers & Acquisitions likely leverages performance bonuses over the high base salary shown here.
Southeastern Mortgage Solutions Inc $86,008
-8.7%
Southeastern Mortgage Solutions Inc operates with a leaner overhead structure, impacting base wage offers.
Reunion Mortgage Inc $111,207
+18.1%
Supported by Reunion Mortgage Inc's high-margin contracts allowing higher overhead.
The National Firm LLC $95,807
+1.7%
Reflects stabilized pricing equilibrium for commercial construction roles in this region.
Financial Services Industry $121,514
+29.0%
Pay variances are driven by organizational scale, specialized skill requirements, or geographic cost-of-living factors.
Need More Granular Data? The analysis above provides a high-level market overview. To benchmark specific job codes, adjust for real-time cost-of-living changes, or access verified HR-reported datasets, upgrade to Salary.com for Business. Precision matters when building your compensation strategy.

How Charter Oak Wealth Partners's Salaries Compare to Similar Companies?

Explore companies in the same industry to compare average salaries, benefits, and career opportunities with those at Charter Oak Wealth Partners. Click a company name to learn more.

Employee Reviews: Working at Charter Oak Wealth Partners

Considering a career at Charter Oak Wealth Partners? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
Natural light floods the workspace. The company culture is professional, though sometimes bureaucratic, which can limit innovation and agility. Benefits are comprehensive, including excellent health coverage and retirement plans. Work is organized and predictable, with standard benefits and fair compensation.
Commented in April 16, 2025
13
3
The work is predictable, with few surprises, and career movement tends to be gradual. The culture encourages innovation and teamwork, with many chances to lead projects and grow skills. A place that rewards initiative and loyalty. Comprehensive benefits include health insurance, wellness initiatives, and retirement plans. From specialized financial workshops to support for industry certifications,...
Commented in October 15, 2024
22
3
It’s inspiring to work for a company that sets industry standards while fostering a culture of respect and collaboration. Teams celebrate each other's wins. Problem-solving approaches are collaborative.
Commented in March 17, 2024
19
2

Charter Oak Wealth Partners Overview

Website
www.charteroakwealth.com
Founded In
2008
Employees
<25 employees
Industry
Financial Services
Headquarter Address
100 Northfield Dr Windsor Connecticut CT 06095
Revenue
<$5 Million
Phone Number
+1 8602981800
Social Media
About Charter Oak Wealth Partners
100 Northfield Dr Ste 200 Windsor, CT 06095 The first step is to gather the necessary data to ensure a thorough understanding of your situation. This becomes the basis for the creation of a financial model, which is used to evaluate your current financial situation. It will show your current asset allocation, your net worth, the direction and rate of its change, your cash flow, income and estate t

What Benefits Does Charter Oak Wealth Partners Offer Beyond Salary?

A competitive compensation package is more than just a salary. Charter Oak Wealth Partners offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near Hartford?

Understanding the cost of living near Hartford is key to truly evaluating a salary offer or your current compensation at Charter Oak Wealth Partners.
Hartford's Cost of Living Index is approximately 99.2 (0.8% less expensive than US average; 7.9% less than CT average). State capital, 'Insurance Capital', housing is relatively affordable for a NE city. CTtransit, CTfastrak. When planning your budget based on a salary from Charter Oak Wealth Partners, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,200 - $1,800+ A significant portion of Charter Oak Wealth Partners salary. Location choices impact this heavily.
Utilities (Basic) $170 - $280 Electricity, Heating, Cooling, Water etc.
Public Transportation $63 (CTtransit 31-day pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $410 - $600 Can be higher with more dining out or specialty stores.
Personal & Leisure $350 - $650+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $380 - $700+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,573 - $4,033+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Charter Oak Wealth Partners

1. What is the typical salary range (low to high) for most roles at Charter Oak Wealth Partners?

The typical annual salary range for most roles at Charter Oak Wealth Partners is approximately from $82,600 to $106,709. It's important to remember that these are overall averages, actual salaries vary significantly based on specific job titles, years of experience, skills, and location.

2. How much does Charter Oak Wealth Partners pay compared to Gulfstream Mergers & Acquisitions?

The average annual salary at Charter Oak Wealth Partners is $94,172, or an hourly wage of $45, in comparison to Gulfstream Mergers & Acquisitions which pays $85,734 per year or $41 per hour.

3. How does experience level affect salary at Charter Oak Wealth Partners?

Experience level is a significant factor in determining salary at Charter Oak Wealth Partners, as it is with most employers. Generally, employees with more years of relevant experience and a proven track record can command higher salaries. For example, a senior-level role will typically have a higher pay band than an entry-level or mid-career position within the same job family.

4. How can I determine if a salary offer from Charter Oak Wealth Partners in Hartford is fair given the local cost of living?

To determine if a salary offer from Charter Oak Wealth Partners in Hartford is fair, first compare the gross salary to our data for similar roles at Charter Oak Wealth Partners and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Hartford" to understand its purchasing power.

5. Why might an individual's actual salary at Charter Oak Wealth Partners differ from the ranges shown here?

An individual's actual salary at Charter Oak Wealth Partners can differ from our estimated ranges due to various factors. These include their specific years of experience in the role, unique skills or certifications, educational background, performance record, the specific team or department they join, negotiation outcomes, and even the precise timing of when they were hired relative to market fluctuations. Our ranges represent typical compensation.

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