Cartera Investments

Guiding you toward generational wealth

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SERVICES

OUR SERVICES

We are an independent wealth management firm focused on providing our clients with a personalized approach for growing their wealth with a risk appropriate approach. We are a fee-only fiduciary, working only for our clients. Our focus is to partner with you to meet your financial goals and build generational wealth through consistent compounding.

Our Team

OUR TEAM

Cartera Investments has extensive background in quantitative risk-management, financial planning and advanced analytics. What that means is that we have the knowledge to leverage the latest technologies to provide the highest level of service regardless of your current assets.

OUR CLIENTS

Cartera Investments specializes in clients who are on their wealth journey but are looking for a partner to provide additional expert advice. Our flat fee-based approach allows us to concentrate on your needs, not commissions. We specialize in those looking to help plan for the next generation with educational funding goals and legacy planning.

Clients

ARTICLES

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Need more information? Contact us by email or via our social media channels and we will be happy to assist you.