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Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At Carrier Wealth Management, we approach your financial picture from a wide-angle lens and build long-term, valued relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.

Financial Planning

Cash Flow/Budgeting Review

Personal Wealth Planning

Portfolio Review

Retirement Planning

Risk Management Planning

Education Planning 

 Estate Planning Strategies

Legacy Planning

Tax Planning Strategies

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Common Stock

529 Plans

Individual Retirement Accounts (IRA)


Brokerage/Managed Accounts


Alternative Investments


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Digital Investing

Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor.

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Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (337) 534-4200

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