Adell, Harriman & Carpenter, Inc. provides customized investment management and financial counseling services for individuals and families. Clients range from corporate executives and entrepreneurs to business owners, trust recipients and retirees. Within our client family relationships we often work with multiple generations.
Each of our principals brings a strong combination of expertise and experience to their client relationships and investment management roles. That collective expertise and experience has been shaped by rising markets and falling markets. Our principals are thought leaders and industry influencers.
Additionally, our skill sets have been enhanced by Master of Business Administration (MBA) programs and earning the right to use the globally-recognized Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA®) professional designations after rigorous educational curriculums.
We value personalized service. Every AHC investment portfolio is personally managed by a firm principal who designs solutions to support that specific 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 and other spending goals and estate planning.
We also provide financial counsel to our clients in specific points of concern, such as:
|· education planning||· insurance||· home financing|
|· cash management||· company stock options||· legacy planning|
|· retirement income||· concentrated/low-basis stock||· facilitating estate matters|
|· charitable giving|
Our goal is to provide each AHC client with a true financial home where superior services and tailored investment strategies are faithfully delivered on their behalf.