If there is one thing I’ve learned in my years as an executive financial advisor, it’s that no two clients’ financial situations are the same. Especially when it comes to how assets are allocated within your financial portfolio, there is no one-size-fits-all solution.
Your asset allocation strategy must be part of a fully integrated financial plan that addresses not only your current situation, but also your plans and goals for the future. That’s why, when you work with the Carpenter Team, we start by getting a full picture of the factors that will drive your strategy now and in the years to come. Once we’ve laid that foundation, we can create a plan that suits your unique needs.