A pride built on stewardship
TrustCharles was founded on a simple conviction: that insurance and investments should never be sold in separate silos. A pride survives because every member plays a coordinated role — and your wealth deserves the same discipline.
For fifteen years we've protected legacies and grown fortunes for families who expect their advisor to act like an owner, not a salesperson.
"To protect what you've built and grow what you'll leave behind — with the strength of a pride and the discipline of a fiduciary."
The values of the pride
Four principles that govern every recommendation, every review, and every relationship.
Stewardship
We treat your wealth as a trust to be protected and grown — never as a transaction.
Discipline
Markets rise and fall; strategy shouldn't. We hold the line through every cycle.
Protection
Coverage comes first. Growth means nothing if a single event can erase it.
Transparency
Fiduciary standard, plain-English plans, and full visibility into every fee.
Leaders of the pride
Every client is served by a coordinated team — not a single overloaded advisor.
Reginald A. Kingsley
15+ years guiding high-net-worth families. Former chief strategist at a global wealth firm, now leading the pride he always wanted to build.
Sofia Marchetti, CFA
Manages portfolio strategy across every client account. Built and stress-tests the models that keep our plans on course.
David Okonkwo, CLU
Architects the protection layer — life, disability, long-term care, and estate coverage that holds under pressure.
Amara Whitfield, CFP
Your first call and your last call. Coordinates the full plan and runs every quarterly review.
Join a pride that protects its own
We take on a limited number of new families each year. Let's see if yours is a fit.
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