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Carter Wealth Management

 

 Carter Wealth Management is an Austin-based firm focusing on wealth management**, financial planning**, estate planning and business succession for clients who are primarily located in Texas. 

 

Clay Carter is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with  various other independent unaffiliated insurance companies  in the states of TX and AZ. No insurance business may be conducted outside this/these states referenced.

Clay Carter is a Registered Representatives collectively offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of TX, AZ, NE, MD, WA & WI.  No offers may be made or accepted from any resident outside the specific states referenced.

**Clay Carter is a Financial Adviser collectively offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. In this regard, this communication is strictly intended for individuals residing in the states of Texas, Arizona, Nebraska, Maryland, Washington and Wisconsin.  No offers may be made or accepted from any resident outside the specific states referenced.

Carter Wealth Management is not owned or operated by NYLIFE Securities LLC or its affiliates. 

Neither Carter Wealth Management, its employees nor NYLIFE Securities LLC or its subsidiaries render tax or legal or accounting advice. You should consult your professional advisors to determine the appropriateness of any course of action.

 

 
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