As a Private Wealth Advisor, Bruce Charleton is widely respected for his holistic approach in helping business owners and successful professionals with specialized solutions to complex problems. Bruce's advocacy-oriented approach to financial planning gives due consideration to his clients' families and their values, not just their valuations. Bruce Charleton is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) offering investment advisory services through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. CRN-6642192-052224

Responsible for sales of commercial loans, lines of credit, letters of credit, demand deposits, 401k, SEP and KEOGH plans to corporate customers. Have offered commercial banking products and services to over 400 businesses with gross sales ranging from $500,000 to $15,000,000.

Responsible for creation, implementation and supervision of compliance policies and procedures for the Vista Mutual Fund Complex, consisting of thirty domestic and international portfolios.