Chuck Carey

Investment Advisor

Role: Investment Advisor at Wellment Financial
Location: Elmhurst, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Chuck Carey

I passed the CPA exam in 1982, and am an actively licensed IRS Enrolled Agent (EA).…

Experience

Investment Advisor
Wellment Financial
Jan 2020 — Present · Elmhurst, IL, US

Education

Northwestern University - Kellogg School of Management
MS, Finance / Marketing
1984 — 1987
Gies College of Business - University of Illinois Urbana-Champaign
BS, Accountancy
1978 — 1982

Skills

Sales Management

Contact information

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Work email
•••••@fsrwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wellment Financial

Financial Services · 4 employees · Founded 1988 · Elmhurst, Illinois, United States

We are tax-focused retirement strategists and partners, delivering a smart, simple plan so you can spend and live with confidence, freedom, and comfort. Our purpose is to help make retirement the best part of your life. With a supportive and authentic team by your side, we turn financial complexity into a clear path—freeing you to focus on what truly matters most. We\'ve built our company on three core pillars to optimize your retirement potential and simplify your life. Smart Tax-Focused Retirement Planning: Taxes have the greatest impact on your retirement, which is why we build tax planning into everything we do. With in-house CPAs, proactive tax prep, and personalized tax minimization strategies, you keep more of what you’ve earned. Your Entire Fiscal House, Under One Roof: We help you manage every part of your financial life—from investments and insurance to tax planning and retirement preparation, so you can own your retirement with confidence. A Community Where You Belong: At Wellment Financial, you’ll find a community that grows with you, through lasting relationships, meaningful conversations, and shared experiences to help make this chapter the best part of your life.

fsrwealth.com

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