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Meet the Team « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. Charlene Carter, CFP, President. Charlene’s priority is creating a customized plan and portfolio designed to meet your financial goals. She works closely with clients to navigate even the most difficult times and and to help achieve financial freedom. Charlene’s background and credentials include:. CERTIFIED FINANCIAL PLANNER since 1995. Jenny Hector, CFP.

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Our Advantage « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Together, we’ll map out a course that can take you where you want to go. Need another reason to trust your financial future with us? The team at Carter and Carter brings more than 30 years of expertise to act as your financial advocate. A Registe...

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Wealth Management « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. Our Wealth Management Process. At Carter and Carter, our team’s comprehensive wealth management process is centered on understanding your unique personal situation and goals to create a plan that will allow us to work together to achieve what is most important to you. We use principles of tactical asset allocation to design customized portfolios that combi...

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Latest News « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. Bark in the Park. April 12, 2016. Get your pledge form on the Greenhill website here. Supporting SymFest and Marin Alsop. March 17, 2016. Bark in the Park. Supporting SymFest and Marin Alsop. A new look for 2016. Market & Economic Update, First Quarter 2015. Quarterly gains, but volatility is back. 2016 Carter and Carter Wealth Strategies. Eugene, OR 97440.

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Giving Back « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. Our involvement in the community is reflective of the philanthropic endeavors in which we participate. Additionally, here are just some of the community-based boards, commissions and organizations that we have served both in personal voluntary time and financial involvement. United Way of Lane County. U of O Alumni Association. Eugene Chamber of Commerce.

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Asset Management « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. We take care to find investments that fit into your personal risk profile, and we work to educate you about your holdings. Open communication is paramount in establishing mutual trust. We work for you, not for a specific institution. We offer a selection and oversight of money manager:. Other services and strategies:. Asset allocation and rebalancing.

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Retirement Planning « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. Retirement planning is an exciting adventure, and our goal is to take the financial confusion out of the equation as much as possible. Increasing the probability that you will not outlive your assets. Controlling your tax liability is a key factor to making your assets last. We know that risk management is just as important as growth. 871 Country Club Rd.

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Services « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. Our process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between you, our team, and outside professionals if needed. The team at Carter and Carter offers experience with all types of money management issues. Some of our areas of expertise include.

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About Us « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Click here to meet our team. Carter and Carter Financial was founded in 1979 to service the growing community need for financial planning. At the time, “Financial Planning” was a relatively young and unheard of profession. In ...As their reputati...

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Second Opinion « Carter & Carter Wealth Strategies

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Call Us 541.683.2900. Toll Free: 800.338.4436. Skip to primary content. Skip to secondary content. Skip to primary content. Skip to secondary content. 2016 Carter and Carter Wealth Strategies. Tel : 541.683.2900. Website Design by Asbury Design. 871 Country Club Rd. Eugene, OR 97440.