As an Investment Advisor Representative (IAR®) and Director of Retirement Services with Fortis Lux Financial, my specialty is addressing the unique needs of business owners through creative strategies to help achieve both personal and business financial goals.

I understand the challenges of being a business owner; I grew up in a family-run business and have personally experienced the ups and downs of entrepreneurship. Owners are pulled in many directions and juggle multiple priorities. How can we grow and maintain quality? How can we retain top talent as a competitive edge? What’s my succession plan and exit strategy? My team and I address the questions that keep you up at night.

For example, while many companies have a 401(k), few qualified plans are properly designed to serve as the cornerstone of retirement planning for a business owner. The design, selection, and execution of the plans I recommend always focus on three key elements:

1) A dynamic financial wellness experience for the plan’s participants

2) Maximum benefit for the business owner

3) Assist in helping ensure proper compliance

At Fortis Lux Financial, we have the minds of capitalists and the hearts of social workers. Our job is to help you make the best financial decisions for your family and your business. For today and tomorrow. Balanced with heart and mind.  

Charles Dweck is married to Marlene. They have four children and live in Brooklyn, NY. Charles holds a Bachelor of Science in finance from Rutgers University and a designation as an Accredited Investment Fiduciary®. Active in his community, Charles is committed to giving back and serves on the board of SBH Community Service Network, a local flagship charitable organization. When not working, Charles can be found spending time with family, playing guitar, and enjoying martial arts and tennis.

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