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Welcome to Carey Wealth Management

We Plan, We Manage, We Care About Your Future®

What We do
Financial Guidance That Meets You Where You Are

No matter where you are on your financial journey, we work with you to build a plan that makes sense for your life, not someone else's. Think of us as your sounding board, your strategists, and your advocates all in one.

WELCOME
Your Goals, Your Plan, Your Terms

We got into this work because we believe everyone deserves a financial team that actually listens. Before we build any strategy, we want to know what keeps you up at night, what gets you excited, and what "success" really looks like for you. From there, we work together to create a plan that evolves as you do.

"At the core of Carey Wealth Management is the individual himself, Jamie Carey. Coming to Carey Wealth Management from one of the large bank-owned wealth management companies was the best financial decision I ever made, in addition to the trust and bond we developed immediately.

We discussed in depth my individual and family financial goals, my plan to retire as a corporate executive, my portfolio, fee structures, and how he would restructure the portfolio.

Unlike my previous experiences, Jamie always personally answers a call or returns it immediately. There is no cookie-cutter, one-size-fits-all client portfolio. There is no canned once-a-year review of world market data driving investment strategy, and no upselling investment moves into products being pushed by the institution.

Simply put, Jamie and his support staff are kind, honest, efficient, classy individuals that make every financial decision for me and my family as if it were their own family. I never hesitate to recommend CWM when asked who advises us."

-JT
Diablo, CA

CLIENT SINCE 2020

This testimonial was provided by a current client of Carey Wealth Management, and is completely voluntary. The client was not compensated, directly or indirectly, for providing this testimonial. No conflicts of interest exist between the advisor and any person providing such testimonial.

LEARN WHAT OTHERS HAVE TO SAY

"I have been with Jamie Carey, Carey Wealth Management, from the very beginning, 20 years, starting in 2006 until now. Jamie has been managing my money and taking care of me as if I am family. I have recommended Jamie and his company to all my family and to my dearest friends, and they have all been so happy and grateful that they have found him, as I have. If it hadn't been for Jamie, I would be living somewhere completely different from where I am. When I first met him, I told him my goal was to stay in my home that I have been in for now 50 years, and he has made that happen for me, and that has been my lifelong dream! Jamie understood that and made this happen for me.

There have been times when we have battled it out. (That's on me!!) I'm sure he wanted to fire me many times because I drove him crazy, but in the end, he always was there for me 100% and managed and advised me for my best and highest good. I can't tell you how grateful I am to have had Jamie on my side, working for me to keep me safe and working towards my goal, which was to have enough money to live in my home in Diablo for as long as I am able!

Jamie has been my guiding light, my voice of reason, even when I didn't want to believe it! He is my hero and forever in my heart. I will always be grateful for his guidance, his help, his knowledge, and his loyalty! I will always recommend him highly to whoever wants to have someone that cares, is brilliant in finance, and treats you like family.

Thank you, thank you, thank you, Jamie."

-DS
Diablo, CA

CLIENT SINCE 2006

This testimonial was provided by a current client of Carey Wealth Management, and is completely voluntary. The client was not compensated, directly or indirectly, for providing this testimonial. No conflicts of interest exist between the advisor and any person providing such testimonial.

LEARN WHAT OTHERS HAVE TO SAY

Our Solutions
The Support You Need, When You Need It

Life doesn't come in neat categories, but having the right support in the right areas can make a real difference. Here's how we can help.


Portfolio Management

We'll help you build a portfolio that reflects your goals and risk tolerance and keep a close eye on it as things change.

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Retirement Planning

Retirement looks different for everyone. Let's map out what yours could look like and build a strategy to help you get there.

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Risk Management

Life throws curveballs. We'll help you identify potential risks and put strategies in place so you're better prepared for the unexpected.

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Estate Strategy

Thinking about what you leave behind doesn't have to be overwhelming. We'll work with you and your legal team to create a thoughtful plan.

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. We'll help you figure out what makes sense for your situation.

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HNW Client Guidance

More wealth often means more complexity. We work with high-net-worth clients to help simplify the big picture and address what matters most.

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Extended Care Strategies

No one likes thinking about long-term care, but planning for it now can help protect everything else you've worked to build.

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Small Business Guidance

Running a business is a financial journey of its own. We help business owners connect the dots between their personal and professional goals.

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. We'll walk you through your options so you can choose with confidence.

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Cash Flow Analysis

It's hard to plan for the future if you're unsure where your money is going today. Let's get a clear view of your cash flow and find opportunities.

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Education Strategies

Saving for education is a big goal for a lot of families. We'll help you explore the options that make the most sense within your larger plan.

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Charitable Giving

If generosity is part of your story, let's make sure your giving is as strategic as it is meaningful.

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Special Needs Trust

Planning for a loved one with special needs takes extra care. We'll help you explore trust strategies designed with their future in mind.

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Debt Management

Debt doesn't have to hold you back. We'll help you put a plan together to manage it while still making progress toward your bigger goals.

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Financial Education

The more you understand, the more empowered you are. We love helping our clients build financial knowledge that sticks.

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How To Get Started

About Our Firm
Real Conversations. Real Strategies. Real Results.

We built this firm because we believe financial planning should feel approachable, not intimidating. Over the years, our team has had the privilege of working with people from all kinds of backgrounds, and the common thread is always the same: they want someone who will be straight with them. That's exactly what we do. We take the time to understand your world, explain things in plain language, and build strategies that actually fit the life you're living. With a team of professionals behind you, you get the benefit of diverse perspectives all working toward the same thing, your goals.

Our Process
Simple, Straightforward, and Built Around You

We don't believe in overcomplicating things. Our process is designed to be clear from day one so you always know what to expect.

1. Let's Talk
Start With a Conversation

We'll sit down, get to know each other, and dig into your financial life, your goals, your concerns, and everything in between.

2. Let's Plan
Map Out Your Strategy

Our team will put together a personalized financial strategy based on everything we've discussed, one that actually fits your life.

3. Let's Keep Going
Stay the Course Together

Your plan isn't a one-and-done document, we'll be right there with you to adjust, refine, and keep things moving in the right direction.

Let's Build Your Plan

Our Resources
Good Reads, Smart Thinking

We like sharing ideas that help our clients think differently about money and life. Browse the latest articles, guides, and insights below.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Why Do Renters Have to Save More?

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.
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Get Started
Let's See If We're a Good Fit

No pressure, no obligations, just a real conversation about where you are and where you'd like to go. We'd love to hear your story.

Let's Build Your Plan