Services

Investment Management

Successful investment management starts with discipline. It is the cornerstone of your financial future. At Platte River Wealth Advisors, we manage your assets as if they were our own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.

Limited Taxes

Limiting the tax liabilities arising from your investments can help you reach your goals more quickly and efficiently. Thanks to our CPA-level tax expertise, we provide clients with sophisticated tax-management strategies that help drive overall net returns.

Expertise Matters

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts.

Carter Financial holds premier designations in the financial services field: The Certified Financial PlannerTM and Registered ParaplannerSM.

Complimentary Review

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4225 Executive Square Suite 1030
La Jolla, CA 92037

Carter Financial, LLC

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(858) 678-0579

Clients

Carter Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Carter Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Carter Financial, LLC unless a client service agreement is in place.
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