Charles’s Approach
Charles F. Steege
CFP®, CEP®
Managing Partner / Financial Advisor / Member Owner
Overview
Charles “Chuck” Steege serves as a managing partner and financial advisor in Savant’s Doylestown, Pennsylvania, office. Charles works with senior-level executives of public companies, guiding them as they navigate the complexities of stock-based compensation plans and equity awards.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Equity Professional (CEP), Chuck builds comprehensive financial plans that emphasize wealth transfer, philanthropy, proactive income and estate tax planning, retirement cash flow projections and income optimization, insurance assessments, debt management, and education funding.
Chuck has worked in the financial services industry since 1985. He founded SFG Wealth Planning, which joined Savant in 2022. He earned a bachelor’s degree in psychology from Gordon College in Wenham, Massachusetts.
When not in the office, Chuck enjoys traveling and entertaining with his wife, Sue, and spending as much time as possible with his children, grandchildren, and extended family. He remains active in his church, appreciates the social side of golf, and enjoys the arts, including the occasional Broadway show.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- Gordon College
Bachelor of Arts in Psychology
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Equity Professional®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
What’s the Difference Between Performance Stock Units (PSU) and Restricted Stock Units (RSU)?
What’s the difference between Performance Stock Units, or PSUs, and Restricted Stock Units, known as RSUs, in the…
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Susan, a 62-year-old corporate vice president, faces a critical decision. Recent health concerns have her questioning her planned…
When the Grass Seems Greener Elsewhere: How Financial Parity Planning Can Help
As a valued corporate leader, an exciting leadership opportunity elsewhere may pique your interest. However, before making a…
The Pitfalls of Performance Stock Units, and How a Financial Advisor Can Help
Performance Stock Units (PSUs) have long been a crucial part of executive compensation packages, offering an opportunity for…
All Insights by Charles F. Steege
5 insights
What’s the Difference Between Performance Stock Units (PSU) and Restricted Stock Units (RSU)?
What’s the difference between Performance Stock Units, or PSUs, and Restricted Stock Units, known as RSUs, in the…
Healthy Enough to Work; Wealthy Enough to Retire?
Susan, a 62-year-old corporate vice president, faces a critical decision. Recent health concerns have her questioning her planned…
When the Grass Seems Greener Elsewhere: How Financial Parity Planning Can Help
As a valued corporate leader, an exciting leadership opportunity elsewhere may pique your interest. However, before making a…
The Pitfalls of Performance Stock Units, and How a Financial Advisor Can Help
Performance Stock Units (PSUs) have long been a crucial part of executive compensation packages, offering an opportunity for…
Expat Tax Implications for the International Assignment
An assignment to work overseas – either temporarily or permanently — can be an exciting and rewarding experience…
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.