Carswell is a boutique wealth and investment management firm specializing in serving the unique needs of affluent individuals, families and select institutions. We help our clients achieve their objectives by providing highly personalized Wealth Management, Institutional Advisory and Retirement Plan Services.  As an independent, fee-only SEC Registered Investment Advisor (RIA), Carswell manages portfolios objectively using a well-defined evidence-based investment philosophy that is complemented with attentive client service and communication.

8

YEARS IN BUSINESS

$195M

ASSETS UNDER MANAGEMENT

138+

CLIENTS

$1.4M

AVERAGE CLIENT SIZE

How We're Different


Client-Centric Approach

We understand every journey is unique. That's why we take the time to get to know you and your situation before we help navigate you to your financial goals.

Low, Transparent Fees

Investment fees matter and can dramatically reduce returns, particularly over long-term horizons. Ours are straightforward, & considerably lower than other firms.

Experienced Guidance

Our seasoned team of innovative professionals possess years of diverse investment experience and provide the highest caliber of services and advice.

We bring discipline andclarity to a complex industry.


We didn’t agree with the conventional brokerage model, which is flawed with dishonesty and conflicts of interest. That’s why we set out to do things differently, by offering our clients a highly-disciplined and personalized approach, backed by a well-defined and transparent fee-only model.

Meet Your Team


Our experienced team of advisors are ready to explore your goals and develop a disciplined and personalized strategy to help you achieve them.