When you reach a certain level of success, you learn that what got you here won’t get you there. The truth is, wealth can bring opportunities, but it also brings complexity as you attempt to navigate the seemingly endless financial options. At some point, you need someone in your corner to help you tune out the noise and focus on what really matters—and that’s where we come in.
We seek to be a financial advocate for successful families and entrepreneurs who need help optimizing their financial world. We’re a national family office that provides comprehensive money management, risk management, and financial consulting, all with one primary focus—your goals. Some people hear “family office” and picture a highly selective planning firm serving only the ultra-wealthy. But we created Carrington Group to help people who need the comprehensive services of an experienced planning firm without the extreme exclusivity of a traditional family office. Ultimately, we want to see hardworking people be happy and at peace in all levels of their life—emotional, spiritual, and financial. And by simplifying your wealth, we can help you use your success to fuel a life of significance and purpose.
Our team views financial planning like the construction of your dream home. The first thing you do is hire an architect to create a blueprint. Once you have the blueprint, you then hire a general contractor to coordinate the construction of the actual home. Once the home is built, do you know what most people miss? Maintenance and upkeep. As your family office, our job is not only to help you plan and implement effective strategies with a team of subject matter experts—but also to ensure you review and augment your plan to keep your financial house in order for the rest of your life.
The Bridge® Conversation is central to our client relationships. It is an intentional conversation that clarifies your values, vision, and current financial position. Our clients become invested in the Bridge® because it brings clarity to what’s important to them and clarity to the vision they have for their life. We have this conversation before we create the blueprint for your financial house. It is the foundation for everything we do for our clients. We work together to ensure that each action you take supports the values and vision you expressed in your Bridge® Conversation.