About Alex Carter

Alex owns and operates an integrated wealth management practice serving successful families and business owners. Alex and his team of legal, accounting and specialty professionals work collaboratively with clients and their existing professionals to identify all financial opportunities and create well-defined comprehensive Financial and Estate Plans. Alex is a member of the National Advisory Council at Assante Wealth Management.

Typical Clients

Alex enjoys working with like minded clients, who are kind, thoughtful and generous.

Alex works with a small number of households, typically comprised of at least one individual and/or business owner with some degree of financial complexity.