Carter Asset Management was established in 1997 as an independent, fee-only, Registered Investment Advisor located in Abilene, Texas. We specialize in comprehensive wealth management and personal financial planning for individuals, families, and small business owners. Managing the monthly budget and properly financing homes, cars, and other assets are critical to successful long-term financial planning.
We believe long-term investing in the global economic marketplace in an appropriately diversified portfolio is the proven way to grow wealth successfully. We do not sell insurance, but we help to make sure our clients and their families are adequately protected and represented by independent insurance agents.
We believe long-term investing in the global economic marketplace in an appropriately diversified portfolio is the proven way to grow wealth successfully. We do not sell insurance, but we help to make sure our clients and their families are adequately protected and represented by independent insurance agents.
Services
About
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Independence and lack of conflicts of interest are of paramount importance to us. Carter Asset Management is a fee-only personal financial planning and investment management firm that serves a broad national client base with several international clients as well. We do not sell securities or financial products of any kind, nor do we receive referral fees or other forms of third party compensation.
Meet The Team
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Cary joined Carter Asset Management in 2005 as an Investment Advisor and Financial Planner. In 2018, he assumed the role of President and CEO, as part of a planned tranistion of ownership from the founder, David Carter. He began his professional career as an audit associate with PricewaterhouseCoopers in Dallas prior to focusing on financial planning and investment management services for individuals and small business owners beginning in 2000.
Services
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Managing cash and appropriately financing assets are an important part of comprehensive financial planning. One of the things we do well is assisting our clients to find "margin" within their monthly budget that will help them to maximize the utilization of their available resources.
This effort may be to enhance their accumulation and investment efforts, reducing their tax liability, growing their emergency savings, or setting aside funds for particular future goal.There is good debt and bad debt. We have seen many times that the misunderstanding and improper utilization of debt can be a significant factor in a person's inability to retire when and how they desire.
This effort may be to enhance their accumulation and investment efforts, reducing their tax liability, growing their emergency savings, or setting aside funds for particular future goal.There is good debt and bad debt. We have seen many times that the misunderstanding and improper utilization of debt can be a significant factor in a person's inability to retire when and how they desire.
Philosophy & Process
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While offering expertise in the management of investments, this effort is an extension of the personal financial planning process. Until the client and the advisor know well-defined financial goals and objectives, we do not believe the right investment efforts can be undertaken.
Personal financial planning is an ongoing and comprehensive process that seeks to maximize the utilization of financial resources, while giving appropriate emphasis to individual uniquenesses and stage in life.Our fee-only services support these professional efforts that emphasize the client's best interest.
Personal financial planning is an ongoing and comprehensive process that seeks to maximize the utilization of financial resources, while giving appropriate emphasis to individual uniquenesses and stage in life.Our fee-only services support these professional efforts that emphasize the client's best interest.
Our Clients
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We are proud to serve a broad and diverse national client base. We believe that attitude is more important when building a successful relationship than the amount of income or wealth a client may have. From recent college graduates to retirees, we work with a wide variety of clients as their trusted advisor.
Reviews (1)
Tony Rossettie
Jul 16, 2018
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