Broker Check

"Most people cannot wrap their heads around complicated financial matters. With over 30 years experience in the financial markets, I feel I can help create clarity from the clutter so my clients feel better about their financial future!”  - Kevin Carswell

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Independent and Objective

Wealth Management usually involves multiple needs which require comprehensive strategies. It is not surprising most investors hesitate to embrace the complexity of financial products. It is common many procrastinate or, avoid these issues altogether. My experience allows me to discern which investments are most suitable and try to bring clarity from the clutter. Having the freedom to be independent and objective truly allows me to offer the most appropriate strategy to my clients.

Focused on the Long Term

It is not enough to simply recommend asset allocation models or have a list of stocks to buy…it is my goal to understand your entire financial picture, your family, your career, and focus on the long term.

Aligned with your Needs and Goals

Having a deep understanding of your needs, gained through confidential and genuine conversations, enable me to develop a personalized approach and investment strategy that matches your unique needs and financial goals.

Complimentary Consultation

I would consider it a privilege to sit down with you to review your current situation.  Perhaps I can assist you in your quest for a more sound financial future. Contact me today to schedule your confidential, one-hour, complimentary consultation.

Before we meet, it would be helpful to know in advance what information is of particular interest to you. Our initial discussion may cover a broad range of topics including

  • Your plans for retirement
  • Tax-saving strategies
  • Estate planning
  • Investment opportunities
  • Legacy planning
  • Strategies to protect your assets
  • And more!

I look forward to meeting you so let’s get started!

To access Kevin Carswell’s ADV Part 2B, please click here.