About Us

The vision at Charles Street Asset Management is to be considered the best by our clients in delivering greater satisfaction through financial stability.

Our Company

Charles Street Asset Management is a fee-based investment advisory firm, we do not earn commissions from the sale of products. The firm provides financial planning and advising services for individuals, corporations, trusts, and retirement accounts.

Our Mission

  • To guide our clients in making the right decisions for their financial futures.
  • To accomplish our clients' goals through education, communication and providing service well beyond anything they have ever experienced on a consistent basis.

About the President

Scott F. BertozziScott F. Bertozzi, the founder of Charles Street Asset Management, has been providing investment management and financial planning since 1994.   We are a comprehensive wealth planning firm, based in Baltimore, Maryland. 

Mailing Address

5 E. Franklin St., Suite 200
Baltimore, MD 21202


Hours of Operation

Monday - Friday 9:30AM - 5PM
Saturday & Sunday: Closed

Copyright 2012 Charles Street Asset Management Inc. All Rights Reserved.

Design by G3 Group