What we provide

Wealth Management tailoredto you and your family.

At Carswell, we provide Wealth Management Services to individuals, high and ultra-high net worth individuals and families, and their related entities such as businesses, pension and profit sharing plans, trusts and private foundations, on a discretionary and non-discretionary basis.

Portfolio Management

Estate Planning

Financial Planning

Tax Planning

Family Wealth Planning

Philanthropic Planning

Institutional Advisory to helpyour organization thrive.

We provide Institutional Advisory Services to institutions, endowments and foundations on a discretionary and non-discretionary basis. Institutional portfolios are constructed and managed in accordance with each organization’s investment objective, taking into consideration risk tolerance, time horizon, liquidity and cash flow needs, restrictions & constraints, and other relevant guidelines.

Investment Policy Statement Development

Performance Reporting

Customized Asset Allocation

Spending Policy Planning

Portfolio Review Meetings


Retirement Planning you can proudly offer to your people.

We understand how crucial it is for employers to prepare their employees for a secure retirement. That’s why we work closely with our clients to fully understand their employee base before providing customized plan design, participant education, and fiduciary governance.

Large and Small Business Plans

Investment Option Benchmarking

Customized Solutions

Participant Education Meetings

Open Architecture

Independent Fiduciary Reviews

Schedule a call with us to discuss your needs.