Optimizing Outcomes
We use state of the art financial planning tools to create realistic, long term goals. By investing primarily in portfolios of low cost, tax efficient, index funds, we reduce any unnecessary “drag” on your portfolio.
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Building Solid Relationships
Your financial well-being is our primary objective. We value long-term relationships and welcome questions about costs, as we pride ourselves on charging reasonable and transparent fees.
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I really think of myself as a Problem Solver. In an age of free access to almost anything, I believe our value is in identifying and solving problems for our clients.
Rob - Managing Director, Carrigg Wealth Advisors
From the Blog
Our Philosophy
DID YOU KNOW THAT
We have 70 combined years in the financial industry.
Our team is like a well-oiled machine. We are attuned to client needs and our years of experience mean that we are efficient and knowledgeable. Combine that with a desire for impeccable client service and you have Carrigg Wealth Advisors.
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We speak your language and are excellent translators of ours.
It’s our job to help educate you about financial decisions that will affect your life in large or small ways. Because of this, we take pride in our ability to educate our clients in a friendly, approachable, and helpful way. No need to be intimidated- we’ve got you.
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Knowledgeable Advice
There is no B Team in our office
Transparency
Reasonable & clear fees
Open Communication
Client service is our priority