Wealth Management

Full range of wealth management services

Business owners, stockholders, and stakeholders’ finances can be complex and closely tied to the business. Investments, tax liabilities, estate implications, and succession planning all interconnect in subtle ways, but their impact is dramatic.

Experienced professionals

We have dedicated and knowledgeable professionals focused on the unique needs of high net worth individuals, corporate executives, and business owners.

Objective advice

Our value-added service mixture ensures that we objectively assist our clients with any opportunity or obstacle they face in growing, protecting, and transferring their wealth.

Personal Financial Planning

Unlike many of our competitors, Carbis Walker has made the decision not to sell investment products, but to focus on what we do best.

Our process begins with a comprehensive analysis of your present situation, your short-term and long-term goals, your involvement in business, and the needs of your family. We then work with your financial planner to assist in offering solutions which fit best for you.

Advanced Estate & Gift Planning

Out “total picture” approach to your personal and business transfer of assets is invaluable.