What We Do

Our Services

Carte Wealth Management, Inc. provides the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step toward building a financial strategy that’s right for your specific situation.

Socially Responsible Investing

How do you feel about making money, while making your money do good. Socially responsible investing, or SRI, is about more than eliminating “bad” sectors such as military weapons, tobacco and pornography. It considers the social and environmental impact of the investments. There are many advantages to SRI.

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Retirement Planning

Even though you may be young, even though you may love the work you do, at some point you do want to step back, either entirely or partially, from work. It can be a shock when, after decades of income flowing in, it now flows out. Watching your investments decrease in value as you make withdrawals, can be unsettling.

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Critical Illness

We all know that feeling of invincibility – the belief that nothing bad could ever happen to us. So why would anyone want to waste their hard-earned money on something as dull as critical illness insurance? Who needs it when you can live life on the edge and embrace the thrill of the unknown? In this article, we're going to explore why you should absolutely NOT consider critical illness insurance:

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