Testimonials
We are thankful for the opportunity to serve our clients and help them navigate important financial decisions throughout their lives. Meaningful relationships, personalized service, and ongoing support are central to our mission. The testimonials below represent the experiences and feedback shared by clients who have worked with Carey Wealth Management.
All the statements below were provided by current clients of Carey Wealth Management and are completely voluntary. These clients were not compensated directly or indirectly for providing these testimonials and no special consideration is given for such. No conflicts of interest exist between the advisor and any person providing such testimonial. These testimonials reflect individual client experiences and do not necessarily represent the experience of all clients. Individual results and experiences may vary.
"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.
"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.
Testimonials reflect the experience of specific clients and do not necessarily reflect the experience of all clients. Carey Wealth Management does not guarantee future investment results. No testimonial should be construed as a guarantee of performance or success.