Our Journey & Core Principles
A disciplined partnership at the intersection of medicine, law, and capital strategy.
Charran Charter Society is led by physician specialists and tax-focused legal professionals who have built their expertise through disciplined practice, firsthand experience, and long-term execution.
By working within medicine, law, real estate, and capital markets—not as observers but as operators—we developed a clear understanding of how the system truly functions. That knowledge allows us to design lawful, defensible strategies that transform complexity into structural advantage.
We do not pursue shortcuts or speculative outcomes. Instead, we apply rigor, documentation, and compliance to ensure that capital is preserved, positioned, and grown with intention—turning effort, insight, and discipline into enduring, generational wealth.
Meet Our Team
TRUE BOOKS
Matt Bontrager, CPA
Help for High Income W2 Earners, Investors & Entrepreneurs Pay Less Taxes
Jamie Lee
Taylor Kim
Jordan Baker
Casey Green
Riley Carter