Services For Individuals
At Carbon Wealth Advisors, we take a wide-angle approach to financial planning and wealth management. Together we’ll complete a process of mutual discovery, striking a balance between your short- and long-term goals to launch you on your financial journey and guide you along the way.
Financial Planning
Our first goal is to get a clearer picture of your current financial circumstances. We perform a financial assessment that examines your net worth, cash flow, insurance coverage, budget, debts, estate planning and goals. We will also get to know you on a more personal level to better understand your unique needs.
Investment Management
Investing wisely today is one of the best ways to prepare for your financial future. We develop a risk profile and an asset allocation strategy that will help us design a custom portfolio to meet your individual needs. We will engage with you to navigate and simplify the complex world of investments. Whether you are investing for retirement, designing a college savings strategy or developing your portfolio, we will guide you through every step of the process. We continue to monitor your portfolios’ performance and make appropriate adjustments as needed over time.
Insurance Solutions
Insurance is an important part of any comprehensive financial plan, protecting the parts of your life that are not always covered by your savings. We can analyze your current insurance coverage and guide you through the process of selecting additional protection for life, disability, long-term care and property and casualty insurance. Should you experience an unexpected bump in your journey, sufficient coverage helps keep your financial plan on track.
Tax & Estate Planning
We have the knowledge and experience necessary to guide you through the tax implications of numerous financial decisions, from retirement strategies to minimizing estate taxes for your heirs. We also support and work alongside both your CPA for tax planning as well as your estate and trust lawyers through the legacy planning process.
There is no assurance that any planning or investment strategy will be successful. Investing involves risk, including the possible loss of principal.
Some advisers are licensed insurance agents and may be compensated for the sale of insurance-related products through a Mariner Platform Solutions affiliated insurance agency.