Carrara Wealth Management emerged from the recognition that true investment expertise is rare in traditional wealth management. With more than 15 years of investment experience and $450 million of assets under management, Carrara brings institutional discipline and care to every client relationship.
At Carrara, personalization is not a feature – it is the standard.
We’re here to help you navigate your financial future, no matter where you’re starting from. Speak to a partner today.
We combine the service, creativity,
and personalization of a boutique with the power of experienced advisors, investment insights, and custom-built strategies to craft a bespoke wealth experience.
Wealth Advice
Our experienced team leverages advanced planning tools to develop wealth forecasts and comprehensive financial plans that incorporate a wide range of data points such as your assets, liabilities, income, and liquidity needs.
Investment Management
We handcraft investment portfolios based on your unique objectives and allocate across a mix of public equities, fixed income, private equity, real estate, private credit, and other alternative investments.
Leading insights to guide your wealth decisions
Explore our latest news and updates, including timely and thought-provoking perspectives on the economy, markets and portfolio strategy from our investment experts.
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FAQs
What are your fees?
Our fees are based on the value of the assets we manage on your behalf. We do not receive any commissions or product fees from any third-party companies. This fee-only structure means our success is directly tied to yours – we benefit when we help your wealth grow. As an independent firm, our advice is guided solely by what serves your best interests, free from outside incentives or sales pressure. We provide complete transparency on our fees upfront ensuring that there are never any hidden charges, conflicts of interest or outside costs.
What is Carrara’s investment philosophy?
Our investment philosophy is grounded in a commitment to achieving three primary goals: 1. capital perseveration, 2. growth of capital and 3. income generation. The combination of our long-term focus, flexibility in mandate and access to unique investment opportunities allows us to craft a highly differentiated investment experience for our clients. Markets are constantly evolving, and we believe that portfolios should be constructed with the flexibility to adapt as conditions change. Through a dynamic asset allocation approach, we rebalance across asset classes including equities, fixed income and alternative assets. This balance of perspective and discipline allows us to manage risk thoughtfully while positioning portfolios for the long-term.
What types of clients does Carrara work with?
Carrara partners with individuals and families building wealth, navigating life changes or liquidity events, and seeking a long-term advisory relationship. This includes professionals, physicians, business owners, and next-generation wealth builders who value investment expertise and personalized guidance as their financial lives grow more complex. We focus on long-term partnerships rather than transactional engagements, allowing us to serve as a thoughtful steward of your capital across market cycles and generations. By remaining intentionally selective, we ensure every client receives meaningful attention and a partnership designed to evolve over time.
How do I get started?
The first step is simply a conversation. We’ll take time to understand your financial priorities, where you are today, and how you’d like to approach wealth over the long term. If your wealth goals align with our long-term vision, we’ll walk through a clear and personalized path forward. Our process is designed to be straightforward, collaborative, and tailored to your stage of the wealth journey.
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