Products & Solutions

Wealth Management:
You will find that we are uniquely qualified to help you meet your financial goals. We provide the products, services and strategies you need and the one-on-one attention you deserve.

Comprehensive Financial Planning:
Time value of money calculations, hypothetical retirement analysis

Cash Management:
Checking/Savings Account, Check Card, Margin Line of Credit/Collateral Loans, ACH Debits/Credits, Wire Transfers

Listed, OTC, ETF’s, Preferreds, Foreign, 
Dividend Reinvestment

Tax Advantaged Investments:
Tax Exempt Municipal Bonds, Tax Exempt Money Market Funds, Unit Investment Trusts, 
Tax-Deferred Annuities

Alternative Investments:
Direct Investments, Exchange Funds,  Institutional Money Markets

Fixed Income Management:
Managed exclusively by Carter Capital Management, strategies consisting of Treasury, Agency, Municipal and Corporate Bonds, UITs, CDs, Bond Ladders, Bond Barbells. Designed to limit interest rate risk & default risk.

Restricted Stock Strategies:
Options Strategies, Spreads, Straddles, Collars, Butterflies, Condors

Executive Services:
Managing a concentrated equity position in company stock, complying with internal company trading policies, managing the personal tax situation due to the complex nature of transactions involving company stock

Insurance Services:
Risk Management, Irrevocable Life Insurance Trust (ILIT), Life Insurance, Disability Insurance, Long Term Care

Coordination of Recommendations:
From Attorney, Accountant and Other Professional Advisors