Carter Bain Wealth Management

Providing Investment Solutions for a Better Tomorrow.

Carter Bain Wealth Management, LLC, founded in 2004, is a registered investment advisor dedicated to delivering attractive and sustainable absolute returns in all market environments.

Whether planning for the unexpected, or to ensure the smooth transfer of wealth from one generation to another, insurance is an important tool.

By preparing for a worst case scenario, such as the unforeseen death of a family member or the loss of a liability lawsuit, ensuring that a family has the right amount of coverage is a crucial part of the financial planning process.

Insurance has become a necessary commodity. Due to our standing relationships with leading insurers, we are able to obtain very competitive pricing for our clients. We assist clients with the following: Life and disability insurance, long term care, funding buy-sell agreements and annuities.