Plan. Invest. Protect.
These three concepts form the foundation of how we work.
As a boutique firm, we provide clear, personalized guidance based on the same principles we use for ourselves.
We are your strategic partner for managing complex wealth and planning across generations.
Who We Serve
Our clients aren’t simply looking for investment advice—they’re seeking a long-term partnership that addresses the full complexity of their financial lives. We specialize in working with individuals and families who value clarity, discretion and multigenerational thinking.
We serve those navigating growth, transition and legacy planning, including:
- Entrepreneurs, founders and executives approaching liquidity events or managing concentrated equity
- Professionals and multigenerational families focused on preserving wealth and planning across generations
- High- and ultra-high-net-worth households, typically with $5M to $50M+ in net worth, seeking an integrated approach to planning, investment, insurance and coordination with outside advisors
Whether you’re growing wealth, protecting it or preparing to pass it on, we act as your family’s financial steward—offering a level of involvement and insight that goes well beyond portfolio management.
Our Story
It all started with a mission: to help clients access the services they need to feel confident today and excited for tomorrow. With over 50 years of combined experience and a background in corporate finance, our team understands your drive and shares your vision for your future. Discover Carbon Wealth Advisors’ story here.
