Carey Wealth Managementis focused on providing unbiased independent planning, advice and investment management. Our firm is focused on the needs of each individual client. We are always there to help guide and advise our clients so they keep financial healthy. Our investment management uses stocks, bonds, ETF's and institutional mutual funds. Our company was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. Four-year winner of the Five Star Wealth Manager Award winner seen in Diablo Magazine. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.