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 2021 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.