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34 First Street, Andrews, NC 28901

678-590-2702
rich@carver-capital.com
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Could Your Money Work Harder For You?

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide the best investor advice and wealth management available.

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Working Together To Pursue Your Dreams

Working Together To Pursue Your Dreams

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment management. Planning and investing can be complex. As a financial advisor, I have the tools to help you to establish a personalized plan to increase your probability of success.  If you’re ready to work with a financial professional, let’s sit down to talk.

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Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

Small Business Owners

Small Business Owners

Supporting small businesses

Working Professionals

Working Professionals

Make your money work for you

Women

Women

Understanding your unique needs

Schedule A Consultation

If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you.

Request an Appointment

What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

I serve a select group of families, like you, who are busy with other aspects of their life than the management of their finances. Managed separately, pieces of your financial life may only realize part of their true potential. My role is to help you integrate these pieces into your own comprehensive wealth management plan.

Retirement

Your most important financial milestone

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Financial Planning

Portfolio construction and risk management

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Investments

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Our Six Step Process

STEP

1

Identify

The more we know about you, your finances, and your goals, the better we can identify your needs and objectives.

STEP

2

Gather

We will work with you to understand the details of your financial picture.

STEP

3

Analysis

Through the information gathered, we'll analyze where you are and where you want to go.

STEP

4

Develop

We’ll map out a financial strategy plan based on your goals, time horizon, and risk tolerance.

STEP

5

Implement

We will put a plan in place and work with your other professionals to pursue your goals. 

STEP

6

Review

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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