As an independent family office, we seek to reduce conflicts of interest and seek to provide services that are best for you. Our mission is to deliver value wherever we can. Our recommendations are based on your goals, your values, and your visions—nothing more, nothing less. You can count on us to be committed to the following four principles as we serve you and your family.
Focusing on What Really Matters
We’ll meet with you three times a year to review your progress. Each meeting ends with this important question… Are you on track to achieve your goals? That’s what drives our planning solutions.
Empowering You With Information
We use a proprietary progress report system three times a year to identify opportunities, avoid unnecessary risks and reduce tax liability. Most important, we use it to stay on track with your goals. We give you 24/7 access to your tax, estate, and related financial documents in one place so you can view your financial information anytime, anywhere.
Getting the Right Experts Involved
Through our specialized service wings, Carrington Advisors and Carrington Consulting, we connect you with subject matter experts in complex planning areas like estate planning, tax planning, business consulting, business succession, legacy planning, and more to help ensure you make smart choices at each decision point.
Being There for You and Your Family
We are life organizers and bring the details of your financial world together in one place. We help you manage the details and bring simplicity and order to an area that can be chaotic for families as their financial life grows in complexity. As a result, you and your family know exactly what you have and who you can go to for any detail or question. We’re who you can call when you need to make an important decision. We pledge to help you manage your financial life and wealth with excellence.