A complete list of active advisors currently associated with Carrara Wealth Management
Warmer can help you find a great advisor at Carrara Wealth Management or one who fits your needs even better.
Carrara Wealth Management is a newly formed, state-registered investment adviser that provides investment management and comprehensive financial planning to individuals and families, including high-net-worth clients, young professionals in technology and healthcare, and business owners. Services described in the brochure include tailored portfolio management, retirement planning, and coordination with clients’ tax professionals. The firm’s investment approach is goals-based and combines fundamental and quantitative analysis to determine asset allocation across capital preservation, growth, and income objectives, using low-cost ETFs and index funds as core building blocks and supplementing those exposures with individual equities, direct indexing, and private market allocations for eligible clients. Financial planning engagements may be ongoing or delivered as standalone projects, and the firm emphasizes tax-aware techniques such as tax-loss harvesting and asset location. Noteworthy for a newly established adviser with no reportable assets under management, Carrara discloses the use of fixed fees for standalone financial planning and offers portfolio management for individual client accounts — features that are statistically uncommon in its peer group. The brochure also highlights that the firm may recommend private market investments to qualified investors while not being registered as a private fund adviser; it does not charge performance-based fees and generally arranges advisory fee billing through the client’s custodian.
To learn more about the advisors currently working at Carrara Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 1
|
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