The Carillon Consulting Group's goal is to deliver trusted advice, and exceptional service in a personal and unparalleled way. We focus on designing and implementing wealth management plans to help accumulate, protect and transfer wealth. Our team is committed to working closely with you and your professional advisors, collaborating to offer goal-driven solutions designed to help you realize your wealth planning goals and objectives.. To get more information about how Carillon Consulting Group can serve your particular needs, please view our brochure.
Thank you for taking the time to visit our website! Our website has been designed to introduce you to Carillon Consulting Group and our wealth management practice, while providing useful tools and resources that will allow you to become more comfortable with your wealth management plan in a complex and ever changing investment world. Our mission at Carillon Consulting Group is simple: to provide financial stability through a lifetime relationship. We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, and fiduciary practices with nearly 30 year of experience each for our founding partners. We are happy to provide references upon request and will allow you to talk with any of our existing clients while performing your due diligence. Learn more about our team. To gain insight into our wealth management planning approach,view Our approach. And finally, we encourage you to explore the wealth of information found on the Market commentary page. If you can’t find what you need, please email or contact us directly. We hope that this website will make your Favorites folder and you will visit often!
The Carillon Consulting Group is proud to announce we've been named a Forbes Best-In-State Wealth Management Team in 2024.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about our team
May 10, 2022
Social Security: At a glance
After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.
Categories: Analysis
