Carter Wealth Management

What You Leave Behind

FOR MANY PEOPLE, the acquisition of wealth is not about getting rich. Rather, it’s about lifting up their families, their communities, and their favorite charities – even after they are gone. Simply put, what they have is not nearly as important as the legacy they leave behind.
Carter Wealth Management (WM) has been privileged to work with some of the most generous people in this world.  To assist our clients, leave a legacy they can be proud of, we provide access to a team of philanthropy specialists through our Wells Fargo affiliates. Our charitable planning services include:

Tax-Advantaged Philanthropy – Question: would you rather give your money to your favorite charity - or the government? Carter WM’s philanthropy services are designed to give the organizations you support the most benefit through a tax-advantaged charitable giving structure with tools like Donor-Advised Funds (DAF) and Qualified Charitable Distributions (QCD).

Legacycraft – Whether you’re facing a major transition, liquidity, estate or succession event, your team at Carter WM has the know-how and resources to give you confidence & control. We’ve helped clients make plans that will support both their families AND their favorite charities for years after they’re gone.

Optimization for Non-Profits – Non-profits know – every single dollar counts. That’s why Carter WM provides non-profits with specialized investment management and mission-aligned investment options. You should be focused on your organization’s mission and good work – Carter WM will help ensure its long-term stability and structure.
No matter what your situation, Carter WM wants to help you leave behind a legacy with a lasting impact. Call 845.638.4400 or ken.carter@wfafinet.com to explore the many options we have available for philanthropy and charitable giving.

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
This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

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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