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"At Carter Bacharach Financial Group it is our goal to help you grow your entire net worth, not only the value of a single asset."

Individuals and Family Investors

 Our individual and family investor clients come from a wide variety of backgrounds and financial planning experience.

At Carter Bacharach Financial Group we do not simply want to grow the value of our client’s portfolio, but rather the value of their total net worth.

Our team analyzes the client’s complete financial picture. Only by identifying and coordinating all financial factors critical for reaching goals can we hope to achieve success in both the near and distant future.

For our Individual and Family Investors we offer Situational Needs Analysis, Investment Management, and Customized Financial Planning

Typical Needs of Individual and Family Investors:

  • Fee Based Portfolio Management
  • Tax Strategy and Planning
  • Investment Management for Future Generations
  • Insurance Analysis and Implementation
  • Investment Analysis of New Business Venture
  • Investment Property Purchase Analysis
  • Family Office Portfolio Management Coordination