A Practical Approach To Wealth Management
Helping You To Stay On Track Is Our Goal, Giving You Peace Of Mind Is Our Mission
We do this by providing:
- Smart Financial Solutions
- An In-depth Analysis of your investment profile.
- Advance strategies for both personal and institutional investment portfolios
- Unlimited professional advice with individualized support
Carter Capital Management provides the exceptional service you deserve.
The answer: The Next Level of Investing.
Let’s start by answering this question: How do you know that you’re managing your money to achieve the best financial outcome?
The answer: The Next Level of Investing.
Carter Capital Management uses sophisticated and customized strategies reflecting years of successful investment management. We do not believe in a cookie-cutter approach to managing your money like so many firms do. So if you’ve ever felt like you are just another client, receiving the same information as everyone else, and knowing that it’s not going to work for you, then you need to talk to us, because you are not where you need to be. We are different and you are unique.
We pride ourselves in working FOR and WITH you by providing personalized assistance and high-level services with exceptional communication, giving you exactly what you look for in your financial planner – someone who gets you and your needs!
NO MATTER HOW BIG THE INVESTMENT IS, AS A SENIOR-LEVEL FINANCIAL ADVISOR, CARTER CAPITAL MANAGEMENT WILL BE THERE TO PERSONALLY GUIDE YOU THROUGH ACHIEVING MILESTONES, SUCH AS; PAYING FOR YOUR CHILD’S EDUCATION OR WEDDING, PURCHASING YOUR FIRST HOUSE OR VACATION HOME, OR PLANNING FOR YOUR AMAZING RETIREMENT.
Now that your plan is established, it is time to put your plan into action, through tailored investments and services that make sense for you.
We Understand You are Unique With Your Own Financial Needs and Goals.
So together we will ….
- Gain a Clear Understanding of Your Life Goals
- Getting to know you, your interests, preferences, and values is our specialty. It is only then that your goals become our mission and the planning stage begins.
- Developing Your Plan
- Together we begin the process of creating your customized plan. A plan built through a trusted strategic process that incorporates your needs, your timeline, and risk tolerance.
- Implement Your Plan
- Now that your plan is established, it is time to put your plan into action through tailored investments and services that make sense for you.
- Evaluate and Communicate Your Plan
- These are the two most important components to making your plan a success. Communication is key, and regular communication to assess progress, make recommendations, and implement changes not only gives our clients peace of mind, but the trust they need to succeed.
WHAT WE OFFER
Wealth Management:
You will find that we are uniquely qualified to help you meet your financial goals. We provide the products, services, and strategies you need and the one-on-one attention you deserve.
Comprehensive Financial Planning:
Time value of money calculations, hypothetical retirement analysis
Cash Management:
Checking/Savings Account, Check Card, Margin Line of Credit/Collateral Loans, ACH Debits/Credits, Wire Transfers
Equities:
Listed, OTC, ETFs, Preferreds, Foreign, Dividend Reinvestment
Tax-Advantaged Investments:
Tax Exempt Municipal Bonds, Tax Exempt Money Market Funds, Unit Investment Trusts, Tax-Deferred Annuities
Alternative Investments:
Direct Investments, Exchange Funds, Institutional Money Markets
Fixed Income Management:
Managed exclusively by Carter Capital Management, strategies consisting of Treasury, Agency, Municipal and Corporate Bonds, UITs, CDs, Bond Ladders, and Bond Barbells. Designed to limit interest rate risk & default risk.
Option Strategies:
Spreads, Straddles, Collars, Butterflies, Condor
Executive Services:
Managing a concentrated equity position in company stock, complying with internal company trading policies, managing the personal tax situation due to the complex nature of transactions involving company stock
Insurance Services:
Risk Management, Irrevocable Life Insurance Trust (ILIT), Life Insurance, Disability Insurance, Long Term Care
Coordination of Recommendations:
From Attorney, Accountant, and Other Professional Advisors