OUR PROMISE

 “Our promise is to help you build and create the life you want, you’re best life!”

                                                       We treat your goals as our own, and the more personal the solution, the more powerful the results.                                                                             Our superpower is that we never lose focus on the life you want to build.

What Makes Carter Capital Management Unique & Different?

Where do I begin!

The first thing I would like you to know is: When you call Carter Capital Management, you go right to the top and actually talk to me, the President, Marilyn Carter Hogan. With over thirty five years of experience developing intelligent, intuitive, and successfully proven financial solutions, I am able to empower my clients to live their very best life!

Of course, everyone has financial goals, but the real challenge is knowing if you are on track to meet those goals. Gaining a clear understanding of your financial situation is the first and most important step in our advisory process. In our time together I will get to know you, your goals, interests, preferences, and values. Once there is a clear understanding of who you are and your goals, then together, we can create a customized plan unique to you, and review that plan in detail with a clear path to achieving those goals, and in doing so, you will be able to visualize living your very best future life.

And best part of all of this is that the planning process is free!

Then, when you make the decision to work with us at Carter Capital Management, we get to work on executing your unique plan. Investment Strategy, plan development, and trading is what I specialize in. With our relationships nationwide and having access to one of the widest array of financial products and services, I am able to recommend tailored investments and services that make sense for you.

Each one of our clients is uniquely important.

Another standout quality Carter Capital Management holds is the emphasis we put on our relationships and the knowing that communication is key! It is my policy to communicate with each client I serve on a regular basis to assess their progress and make recommendations to address their ever evolving goals and changes in the investment markets. By creating a communication-based relationship and by following the plans we put together, my clients are able to answer that critical question: Am I on track to meet my financial goals so that I can create the future that I deserve? The answer is a resounding – Yes!