Amanda Chartier is a dedicated Financial Advisor at Toll Gate Capital Advisors, LLC, specializing in personalized wealth management, retirement planning, investment guidance, and fiduciary-focused financial solutions. With a strong academic background, graduating magna cum laude and holding FINRA Series 7 and Series 66 registrations, Amanda combines business insight and financial expertise to help individuals, families, and professionals pursue long-term financial success and confidence. Known for her client-centered approach and commitment to clear communication, Amanda enhances the client experience with tailored strategies, proactive risk management, and guidance at every stage of the financial planning journey. Outside of finance, she enjoys gardening, nature, travel, and discovering new culinary experiences, enriching her holistic approach to personal growth and service excellence in wealth advisory.

Opening Times

Mon

08:30AM - 04:30PM

Tue

08:30AM - 04:30PM

Wed

08:30AM - 04:30PM

Thu

08:30AM - 04:30PM

Fri

08:30AM - 04:30PM

Email Addresses

amanda@tollgatecapital.com

Services:
risk management, retirement planning, financial advisor, fiduciary financial planning, investment management, wealth management, financial goal planning, personalized investment advice, estate planning strategies, long-term financial planning

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