Strategic Partners

Serving in the capacity of your wealth management team leader, the experienced financial advisors at CarrThaxton Financial Group will coordinate services and strategies aligned with your goals and values across all your wealth management needs.

For the benefit of our clients who do not have current relationships with professional advisors in the disciplines listed below, we have forged strategic alliances with firms providing services that complement the financial planning and investment services we provide.

Legal Services/Estate Attorneys
Insurance
Accounting/CPAs

These services are neither affiliated with nor endorsed by LPL Financial.