Wealth and Investment Management Strategies
Affluence comes with its own set of needs and challenges. Carter Financial provides private wealth management services to help high-net-worth individuals develop effective wealth and investment management strategies.
Our wealth management advisors work in conjunction with clients’ CPAs and lawyers to provide comprehensive wealth management services. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals, we can help develop a tailor-made plan for you and your family.
Carter Financial provides a wide range of services that can help affluent and high-net-worth individuals grow and preserve their wealth so they can pass it on to their family and heirs in the most tax-efficient manner.
Comprehensive Wealth Management Services
For more than two decades, the wealth management consultants at Carter Financial have helped affluent families in the Midland area grow and preserve their wealth with services that include:
IRA Legacy Planning
Long-Term Care Policies
Asset Preservation Strategies