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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Learn more about all our services here.

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

Meet Our Team

From the Blog


Our Philosophy


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


Reasonable & clear fees

Open Communication

Client service is our priority