Carter Wealth Management

Are You Ready for Life After the Final Buzzer?

FOR ATHLETES & COACHES, everything comes down to planning for the next game. Reviewing the tapes, crafting the perfect plays, and practice, practice, practice on the court, pitch, or field. It’s not unusual for coaches & athletes to get lost in that routine – but what happens when it’s all over?

Carter Wealth Management (WM) helps coaches & athletes excel beyond the world of sports. Our process for investment planning harnesses a workhorse mentality that athletes & coaches will recognize.

Reviewing the Tapes. Our first priority is to organize your finances into an easy-to-understand picture that we can build an investment plan upon.

Crafting the Perfect Plays. Armed with a clear outlook, Carter WM creates a gameplan for your investments designed to drive as hard as you do.

Practice, Practice, Practice. Your team at Carter WM stays on top of market trends, economic warning signs, and emerging asset sectors to help keep your plan at the top of its game.

The Unique Needs of Sports Professionals

THE WORLD OF SPORTS is constantly in flux – just the same as the world of investments. Throughout our time working with athletes & coaches, Carter WM has recognized they face specific issues and have unique concerns that must be addressed.

Professional Impermanence – Having a career as an athlete or coach means squaring with the fact that employment opportunities can shift rapidly.

Income Fluctuation – There are times that both athletes & coaches might have to take a smaller salary in comparison to their peers for the betterment of their careers. The truth is that the top income years could happen at any time – many earn a large portion of their lifetime income on a single contract.

Sudden Life Changes – Carter WM knows that life can change in an instant for sports professionals without warning. A few rebuilding seasons or a devastating injury can force them into retirement much, much sooner than they ever expected.

Carter WM factors the unique career path of sports professionals into a flexible plan designed to support them during their career and beyond. Call 845.638.4400 or carter.info@wfafinet.com to protect the wealth you’ve worked too hard to lose.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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