Adell, Harriman & Carpenter, Inc. provides customized investment management and financial counseling services for individuals and families with various types of assets, from corporate executives and entrepreneurs to business owners, trust recipients and retirees. Each of our principals brings a strong combination of expertise and experience to their client relationships and investment management roles.
We value personalized service. Every AHC investment portfolio is personally managed by a firm principal who designs solutions to support that client’s objectives and meet their particular financial goals.
This personalized approach ensures that every client’s investment plan relates to their unique situation with respect to income and capital gains taxes, liquidity, retirement goals and estate planning.
We also provide financial counsel to our clients in specific points of concern, such as education planning, cash management, retirement income, charitable giving, insurance, company stock options, concentrated and low-basis stock positions, home financing, legacy planning, and facilitating estate matters.
Our goal is to provide each AHC client with a true financial home where superior services and professionally managed investment strategies are faithfully employed on their behalf.