Recommend Tweet Linkedin

v    Proactive Carter Wealth Management
ü      New Quarterly Client Brochure In Progress
ü      CWM Website gets a new look!
ü      Additional Client Support
¨        Marty Hancock joins the CWM team!
¨        Administrative Services
¨        (512)533-9110 ext 1
 
 
v    Spreading The Word
¨        Clay will mail out occasional articles he thinks you might find interesting
¨        Email Clay your referrals:
•          clay@carterwealthmanagement.com
 
v    Client Services
¨        For Client WMS Website Updating
¨        NYL Login Help
¨        Contact Kris
¨        Email: kris@carterwealthmanagement.com
¨        Office: 512-533-9110 ext 2
 
 
v    Contact Us, or Swing By the Office
¨        To set a meeting or let us know you’re making a visit:
¨        Contact Kris or Marty at (512)533-9110