Freedom to Pursue Life’s Passions
cSquared Wealth is a partnership of like-minded professionals with clarity of purpose. We provide financial planning and investment management services to individuals and families across the U.S. Our singular goal is to offer you confidence in a clear path forward, so you are free to pursue life’s passions.
While our team members have extensive individual backgrounds in financial services, cSquared Wealth took root in 2014 when Charles Bingham and Cathy Chadwick began working together. By early 2015 Cathy and Charles had formalized the partnership, and in 2017, we develop a brand around our growing team.
In a nod to Charles’ background in mathematics, the name cSquared was chosen to reflect the power of combining experience and expertise to achieve a higher level of success for our clients.
As cSquared Wealth continues to grow, we remain committed to personal attention, honoring our Guiding Principles and selectively choosing our Business Partners. No matter what the future holds, we are here to serve.