Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies

Awards & recognition

  • Fields Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Charla K McIntyre Fields, Inducted to Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists), 2022
  • Charla K McIntyre Fields, Barron’s Top 100 Independent Financial Advisors, 2020, 2023-2024
  • Charla K McIntyre Fields, Barron’s Top 100 Women Financial Advisors, 2013-2024
  • Charla K McIntyre Fields, Barron’s Top 1,200 Financial Advisors, 2014-2024
  • Charla K McIntyre Fields, AdvisorHub Advisors to Watch (under $1Bil), 2024
  • Charla K McIntyre Fields, AdvisorHub Women Advisors to Watch, 2023
  • Charla K McIntyre Fields, Ameriprise Chairman's Advisory Council, 2002-2024
  • Charla K McIntyre Fields, Ameriprise Chairman's Award, 2002-2023
  • Charla K McIntyre Fields, Ameriprise Circle of Success, 2010-2023

Community participation

Marine Toys for Tots Foundation

Mobile Food Pantry for Mission Central Metroplex in Hurst, TX

Honored to be recognized in Barron’s

The Fields Wealth Management team would like to congratulate Charla McIntyre Fields on being named to the 2024 Barron’s Top 100 Independent Financial Advisors list. This list recognizes advisors who excel at helping clients with their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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