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Bringing Clarity Through Connection

Bringing Clarity Through Connection

CarrThaxton Financial Group is an independent wealth management firm serving individuals and families in Boston, MA. We’re a close-knit team of professionals who think, plan, and grow together. We stay connected—to each other and to our clients—so every decision benefits from shared insight and steady perspective.

We Take The Time To Guide

We Take The Time To Guide

We believe that financial advice is only as helpful as it is clear. That’s why we take time to walk through your options and help you see how each decision connects to the life and legacy you’re building. With our team, you can focus on living your life instead of worrying about what’s ahead.

Make Retirement Your Best Chapter Yet

We’ll help you turn years of dedication into a strategy that allows you to focus on what brings you fulfillment.

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Connect The Pieces Of Your Wealth

By bringing together investments, estate coordination, tax strategy, and more, we make your financial picture clearer and easier to navigate.


Explore All Services

  • Financial Planning
  • Investment Management
  • IRA Rollovers
  • SEP & Pension Planning
  • Tax Planning
  • Wealth Management
  • Estate & Legacy Coordination
  • 401k & 403b
  • Insurance Planning
  • Retirement Planning
  • Business Exit
  • Executive Benefit Strategies
  • Charitable Planning

Caring For You Today, Tomorrow, And Beyond

Individuals & Families

Individuals & Families

Bring your finances together with a clear plan that connects saving, investing, and legacy goals for your family’s future.

Women <br/>In Wealth

Women
In Wealth

Take control of your financial path with strategies designed to bring clarity to today and confidence for what’s ahead.

Professionals &#38; Executives

Professionals & Executives

Simplify complex compensation, stock options, and benefits with a plan that keeps every piece working toward your goals.

Estates, Heirs, &#38; Beneficiaries

Estates, Heirs, & Beneficiaries

Protect what’s been built and guide wealth smoothly from one generation to the next with thoughtful, coordinated planning.

See Who We Help

Resources To Strengthen Your Financial Knowledge

Invest in your financial literacy and equip yourself to make well-informed decisions about your finances with our carefully curated resources.

Steps to Protecting a Child with Disabilities

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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A Comprehensive Guide to Navigating Life's Transitions

A Comprehensive Guide to Navigating Life's Transitions

Check out this comprehensive guide to all the stages of your financial life cycle as you navigate each life transition.
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Common Questions About Managing Your Wealth

Confident decisions start with clear information. Explore helpful insights that can make decisions about finances feel more straightforward.

  • What’s the difference between financial planning and wealth management?

    Financial planning focuses on creating strategies for goals like retirement, taxes, and insurance. Wealth management goes a step further—combining those plans with investment management and legacy coordination to help keep every part of your finances connected.

  • When should I roll over my IRA or 401(k)?

    You might consider a rollover when changing jobs, retiring, or consolidating accounts. A financial professional can help compare fees, investment options, and tax implications to make sure the move fits your overall plan.

  • How does tax planning fit into wealth management?

    Tax planning looks at how each financial decision—from investments to retirement withdrawals—affects what you keep after taxes. Coordinating these pieces can help you make smarter moves year-round, not just at tax time.

  • What is estate and legacy coordination?

    Estate and legacy coordination connects your financial strategy with your estate documents, beneficiaries, and charitable goals. It helps ensure that what you’ve built is transferred smoothly and according to your wishes.

  • What’s included in retirement planning services?

    Retirement planning includes income analysis, investment strategy, tax efficiency, and healthcare considerations. The goal is to create a plan that supports how you want to live, not just when you stop working.

Contact Us Today

Fill out the form and we'll be in touch. Let's create a strategy and plan that allows you to focus on what you want.

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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.
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