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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 Monthly cover - September 2024Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. 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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