Wealth Management

Offering coordinated wealth management strategies.

At Carter Wealth Management Group, we focus our efforts on implementing prudent wealth management strategies based on your investment and life goals. We integrate strategies from various Wells Fargo Advisors affiliates, provide access to specialists and coordinate our recommendations with your other professional advisors.
 

Resources For Your Wealth Management Needs

As your financial advisor, we make sure that your entire team acts as one cohesive unit when addressing your complex wealth management strategies, such as creating tax-efficient legacy strategies, retirement planning strategies and gifting plans to your favorite charities.


 Carter Wealth Management Chart.jpg

Financial Strategy Action Plan

The Financial Strategy Action Plan is the centerpiece for all review meetings. This document integrates all the various components that are key to a comprehensive 360-degree wealth plan.  Over time, this document serves as a centralized resource for our working relationship.

The Financial Strategy Action Plan details all of your family members, investment strategies, cash flow strategy, retirement strategy including employer retirement plans, IRAs, variable life insurance and annuities, Social Security & Medicare Planning, educational savings, estate strategy, insurance coverages, philanthropic strategies, and tax-related topics.