Amanda Chartier Email & Phone Number

As a Wealth Management Associate at Toll Gate Capital Advisors, I’m proud to be part of a boutique, independent firm dedicated to a hands-on, personalized approach to wealth management. My journey into this field was inspired by a pivotal experience in my childhood. After my father passed away, my family faced significant financial uncertainty. A financial advisor came to our home to help us navigate those challenging times, and it was then that I realized I wanted to provide that same support and guidance to others.Under the leadership of Jim O’Sullivan, our close-knit team of three has grown to manage over 900 households and close to $700 million in assets. What truly sets us apart is our commitment to building personal relationships with each client.By partnering with Commonwealth Financial Network, we maintain the independence that allows us to offer object advice, without any pressure to promote proprietary products or strategies, while still accessing top-tier resources and technology. This balance gives us the flexibility to focus solely on what’s best for our clients. At Toll Gate Capital Advisors, we provide tailored financial solutions across various areas, including:• Personalized Investment Strategies: Customized to reflect your unique goals.• Holistic Financial Planning: Comprehensive support for every stage of life.• Risk Management: Protecting your hard-earned assets.• Tax-Efficient Planning: Strategies to preserve wealth for future generations.• Estate Planning: Ensuring a seamless transfer of wealth.• Business Planning: Supporting business owners in protecting and growing their enterprises.• Education Savings Strategies: Preparing for academic expenses.Whether you’re looking to grow your investments, plan for retirement, or create a lasting legacy, we are here to help you make informed decisions with confidence.Securities offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org. Tollgate Capital Advisors LLC. , 91 Toll Gate Road Suite 200, Warwick, RI 02886, (401)739-4322. The representative associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.