Carey Wealth Management

Carey Wealth Management serves individual and high‑net‑worth clients as well as retirement plan sponsors, providing comprehensive portfolio management, financial planning and pension consulting. The firm manages client portfolios using a mix of exchange‑traded funds, mutual funds, individual stocks and bonds and conducts account reviews at least quarterly.

Its advisory process is individualized: the firm gathers client financial information, proposes an investment plan, implements accounts for discretionary management, and may rebalance or adjust holdings as needed, using methods such as fundamental, technical, cyclical and cash‑flow analysis. The firm also offers a sponsored wrap‑fee program (with a stated $1,000,000 household minimum for new wrap clients) and provides financial planning on an hourly or flat‑fee basis and pension consulting on an asset‑based arrangement.

Noteworthy among peers, the firm operates its own wrap fee program and discloses that its representatives are licensed insurance agents who may offer commissionable insurance products, arrangements the brochure identifies as potential conflicts of interest that are disclosed to clients. The firm also notes a principal’s CPA background (now non‑practicing) and discloses prior working relationships with a broker‑dealer, indicating accounting and broker/insurance linkages that are less common for similarly sized advisory firms.