Strengthening your financial security

Welcome to our team website

Our mission is to provide unparalleled financial advice and service. We aim to build a client-centered, proactive business that provides professional money management and brokerage investment services to an exclusive list of high net worth individuals, corporations, nonprofits and pension plans.

Client centered

Our aim is to educate and assist our clientele in reaching their individual investment goals. We take the time to focus on the complete financial picture, while working with a team of specialists to ensure that all aspects of a client’s wealth management plan are satisfied. We specialize in high net worth individual investment management solutions and corporate investment services.

Service oriented 

Our practice is based on a foundation of service. We will go the extra mile to address the needs of our clients.

We believe in using sound and sophisticated business principles and cultivating long-standing relationships while helping clients build, manage, and preserve financial assets. As strong proponents of asset allocation theory, we base all investment recommendations on the goals, objectives, and risk parameters of the investor. We will build a comprehensive asset allocation to match risk parameters, and allocate capital within each asset class to specific investment management styles. We will continually monitor and reevaluate the portfolio on a regular basis and rebalance as needed.

Proud to work with a nationally recognized teammate

At The Carter Group, we are very proud that Financial Advisor Thomas Carter has been named a Forbes Best-in-State Wealth Advisor in 2022 and 2023 and an Advisor Hub - Advisors to Watch in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Thomas!

How RBC Wealth Management keeps you safe

A top priority for RBC Wealth Management is protecting the security of information we have about you. Our cybersecurity team is dedicated to maintaining security safeguards to protect you and allow you to have access to our services without interruption. Learn more.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

The Carter Group

Learn more about The Carter Group

 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Bulletin Board

Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

Apr 18, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Read more