Your Personal Financial Advocate
"After 19 years as an employee advisor, I am excited to embark on a new chapter as an independent financial advisor. Throughout my career, I have helped clients achieve their financial goals by creating personalized investment strategies and financial plans tailored to their unique needs. This new independence allows me the freedom to provide customized, client-centered solutions. What I’m most proud of, after 19 years, is seeing my clients reach their goals and fulfill their dreams.
In honor of my mother's influence, I named the business CHA Wealth Management, using the initials of her nursing practice. She made the courageous decision to start her own business, giving up the security of a salary and benefits. I witnessed firsthand how she improved her clients' lives through personalized care, dedicating her time and focus solely to her patients. She taught me that if I put my clients first, the business will take care of itself."
-Mike Pankaskie, Founder/Financial Advisor
Building Success Together
At CHA Wealth Management, while we operate as independent advisors, we are backed by strong alliances. Through Kestra Investment Services, LLC, we have access to some of the nation's leading investment firms, offering a wide array of products and services. Your assets are securely held with Fidelity Investments, our trusted clearing and custody platform, ensuring your investments are safeguarded with one of the industry's most reputable institutions.
Fidelity Investments (“Fidelity”) is an independent company, unaffiliated with Kestra Financial, Inc. (“Kestra”) and its subsidiaries. Fidelity Investments is a service provider to Kestra. There is no form of legal partnership, agency affiliation, or similar relationship between Kestra and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Kestra and does not guarantee, or assume any responsibility for its content. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Fidelity Investments is a registered service mark of FMR LLC.
How can we help?
We understand that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory call to see how we can help you meet your goals. A short call is all you need to get started.
Your Money. Our Know-How.
When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from a trusted source.
Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, we’re here for you. We’re proud of our team and the people we’ve helped, and we hope we can count you among them.
As Simple As 1, 2, 3
STEP
1
Familiarize
The more we know about you, your finances, and your goals, the better we can help.
STEP
2
Strategize
We’ll provide an amazing experience and a financial strategy that works with your lifestyle.
STEP
3
Implement
Life is always changing, and so are you. We’ll be by your side through every twist and turn.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Let’s talk.
We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.