Thank you for visiting. Carper Wealth Management is an independent fee-based wealth management and financial planning firm located in Alpharetta, Georgia. Since 2003, we have assisted individuals and families with assets of $500,000 or more to pursue their financial life goals. Our founder and CEO, Erin M. Carper, is a CERTIFIED FINANCIAL PLANNER professional, which means she is certified through the Financial Planning Board of Standards.
Holding a CFP(R) designation means Erin has met the four important aspects of education, experience, examination, and ethics required by the Financial Planning Board of Standards. After living under the weight of the pandemic for more than a year and listening every day to the bad news around us, why not look for ways to change the conversation by doing something nice and unexpected for someone else.
Holding a CFP(R) designation means Erin has met the four important aspects of education, experience, examination, and ethics required by the Financial Planning Board of Standards. After living under the weight of the pandemic for more than a year and listening every day to the bad news around us, why not look for ways to change the conversation by doing something nice and unexpected for someone else.
Services
Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
You have worked hard to increase your level of wealth. Working with us can help you take the next step up to pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. Although decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved. A major goal of tax planning is minimizing federal income tax liability.
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