EXPERIENCED FINANCIAL ADVISOR

Protect and grow your wealth with proven wealth management consultant Wade Carpenter

K. Wade Carpenter, CFP®, AIF®, ChFC®, CLU®
Senior Partner, Infinitas

Throughout his more than 25-year career, his focus on C-level clients has made him a top strategist for integrated asset allocation and wealth management. He and his team of executive financial advisors offer their clients a particular knack for comprehensive incentive equity compensation financial planning and investing options.

THE CARPENTER TEAM PROMISE

DISTINGUISHED, PROVEN FINANCIAL STEWARDS

Throughout his distinguished career, Wade Carpenter has shown a striking ability to help protect and grow the hard-earned assets of corporate executives. He believes in educating his clients to fully understand their options, instilling in them the financial tools and know-how necessary to make informed decisions about their wealth.

​This commitment to education applies to his own work as well. Wade maintains his industry-leading expertise by staying informed of all current rules and exemptions to equity compensation package investing and high-wealth estate planning laws. He was recognized for his dedication to the field in 2015 by the Commonwealth Financial Network, who titled him as a Chairman’s Level Advisor, a recognition based on annual production, bestowed on only 3% of advisors affiliated with Commonwealth Financial Network.

CUSTOM FINANCIAL PLANNING FOR U.S. EXECUTIVES,
COAST TO COAST

Wade Carpenter’s financial management services offer executives with diverse portfolios, from coast
to coast, unique benefits such as:

A SPECIALIZATION IN
C-SUITE CLIENTS

Wade has spent his career serving executives of publicly traded companies, entrepreneurs, and business owners. He understands your particular set of challenges, such as how to plan around the vesting schedules of equity compensation or how to gain the most tax benefits from charitable planning.

A SMALLER FIRM
WITH PERSONALIZED
ATTENTION

The Carpenter Team, as well as the greater Infinitas group, is not a large financial corporation. Wade and his expert team devote greater resources to a smaller client list. This allows you access to the personalized attention needed to integrate your many assets and grow your high-wealth portfolio.

CUSTOMIZED
SOLUTIONS

Larger financial firms are often only able to offer even their top clients one-size-fits-all solutions—but your goals aren’t “one-size-fits-all.” They’re unique, which is why you’ve been successful. Success requires detailed care and the ability to reinvent and strategize. The Carpenter Team designs customized wealth management opportunities for each individual client.

A GOAL-ORIENTED
OUTLOOK

As an affluent CEO, executive, or entrepreneur, you likely have a goal-oriented outlook on life and keep your eye on the prize. Wade and his team share your vision for meeting life’s challenges head on and rising above, and concentrate on developing innovative investment strategies that consistently yield results.

AN IN-HOUSE
COMPLIANCE
DEPARTMENT

The entire staff at Infinitas is dedicated to ensuring compliance with all federal and state laws, rules, and regulations surrounding wealth investments and estate planning. Each member of Wade’s team is committed to integrity in their role, every day. The proof is in their resulting excellent record of compliance—and in consistently high client satisfaction scores.

AN UNSURPASSED
FOCUS ON EQUITY
COMPENSATION
PLANNING

Many executive-level clients have non-cash compensation assets in their portfolios, such as company stock and equity options. Wade has set the bar in the field of equity compensation planning and knows exactly how to design strategies to fully develop the growth potential of these assets, including concentrated stock or nonqualified stock.

WADE'S MISSION

“My greatest challenge is helping my clients determine what are their greatest priorities in life and how to support those priorities through wealth management planning. Helping my clients further their core values and goals is my primary purpose in life, and it is my privilege and honor to serve them.”

WHAT DO YOU WANT YOUR SUCCESS TO HELP
YOU ACCOMPLISH NEXT?

No dream is too big. Contact Wade and the Carpenter Team today for strategic financial advice and wealth management planning that will enable your goals now and into the future.