What We Do
At Carter Financial Management, we have a collaborative, client-centered approach to wealth management. We believe trusted, long-term relationships give us the strength to more effectively invest each client’s wealth according to their unique needs and objectives. Ultimately, our Carter Advantage ™ programs strive to bring order to our clients’ financial affairs to help manage risk while building their assets.
Our wealth management process includes two key areas of planning:
- Carter Advantage ™ Planning Process
Much more comprehensive than basic financial planning, Whole Life Planning goes beyond the dollars and cents by addressing your financial life through careful exploration of your personality, lifestyle, and personal preferences. Our in-depth planning process results in a flexible, long-term plan that is customized to address your very unique needs.
- Carter Advantage ™ Portfolio Management
Our Portfolio Management process builds on the Whole Life Plan to make investment selections and decisions aimed at achieving your personal goals. While we believe in a long-term approach to investing, no portfolio is stagnant; we carefully monitor performance based on your personal risk tolerance, retirement horizon, and other important factors.