Charles Colletta is an Associate Partner and Wealth Management Advisor in Chicago who helps individuals, families, and business owners gain clarity and confidence in their financial future. He specializes in Protection Planning, Investment Strategies, Business Planning, Legacy & Estate Planning, and Comprehensive Financial Planning, providing clients with tailored strategies designed to meet both immediate needs and long-term goals.
Charles began his journey in the financial services industry as a teenager, working alongside his family in the protection planning space throughout high school and college. This early exposure shaped his passion for helping others achieve financial security. After graduating from Moody Bible Institute with a degree in Communications and Pastoral Studies, he transitioned into a broader advisory role at Northwestern Mutual, where he developed a strong foundation in financial planning and client strategy. His career continued to evolve when he joined WestPoint, where he now serves as an Associate Partner and Wealth Management Advisor, combining client service with mentorship and leadership of new advisors.
With a strong combination of experience, professionalism, and access to a wide range of financial solutions, Charles provides a comprehensive process for his clients. He analyzes each client’s current financial picture, identifies goals and potential gaps, and designs personalized strategies to build, protect, and transfer wealth. His promise is to bring a new level of attention, insight, and capability to help clients prepare for life’s milestones with confidence.
Originally from Hilton Head Island, South Carolina, Charles now calls Chicago home. Outside of work, he enjoys staying active, travelling, and spending quality time in the community with his long-time friends.
