Let us help you grow more than wealth


Welcome

The Holder & Carter Investment Group provides high net worth clients with comprehensive wealth management planning, investment management and retirement income planning. This is accomplished through analyzing client’s needs and putting together plans to help accumulate and protect wealth.

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

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We welcome you to experience the Holder/Carter Group difference for yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Holder & Carter Investment Group.

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