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Charter Oak Wealth Partners

Kim Modlish

Practice Manager

Phone 860-298-1970

Fax 860-298-1995

E-mail kim.modlish@lfg.com

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, and Wisconsin.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. CRN-3116188-060520

See Lincoln Financial Advisors (LFA') Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA' Forms ADV, Part 2A, which describe LFA' investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA' broker-dealer services, and other client disclosure documents can be found here

Charter Oak Wealth Partners is a marketing name for Registered Representatives of Lincoln Financial Advisors, Corp.
Not all Registered Representatives with our firm are able to offer advisory services.

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