My mission is to understand your unique wants, needs, and long-term goals. I develop, implement, and monitor complex strategies geared toward your long-term financial success.

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You only you —are front of mind. I grow, protect and conserve your wealth by delivering the highest level of service and expertise personalized fit your level of risk, need, growth and stability.
As a full-service financial agency, we specialize in hands-on, comprehensive, client-focused, financial planning and wealth management services to help you pursue your long-term objectives with care and confidence.

From high net worth women, trusts, families, family owned businesses, and nonprofits, Deana Carter manages some of the highest-caliber accounts by working with portfolio management teams and trust officers, to develop a framework that serves as a road map to achieve the absolute best path to growth. Our commitment is to work tirelessly to  ensure your financial confidence.

Deana brings over 25 years experience as a recognized authority and highly sought-after financial advisor, and Certified Divorce Financial Analyst (CDFA).