Matthew Carter, Cfa, Cfp®

Matthew Carter, Cfa, Cfp® Email and Phone Number

Managing Partner @ Ironwood Investment Counsel
Scottsdale, AZ, US
Matthew Carter, Cfa, Cfp®'s Location
Scottsdale, Arizona, United States, United States
Matthew Carter, Cfa, Cfp®'s Contact Details

Matthew Carter, Cfa, Cfp® phone numbers

About Matthew Carter, Cfa, Cfp®

Matt is the Managing Partner, a Portfolio Manager and a Wealth Advisor at Ironwood Investment Counsel. Founded in 2001, Ironwood is a fee only, investment and wealth management firm focused on helping clients realize their unique financial goals. The firm manages over $1 billion for individuals and institutions. Prior to joining Ironwood as a Shareholder, Matt was the Director of Investments for one of the largest wealth management firms in the Southwest Region.Working primarily with business owners, corporate executives, professionals, investment committees and other high net worth individuals, Matt focuses on wealth planning and managing portfolios in a highly tax efficient manner. He is dedicated to helping clients preserve and grow their capital through a comprehensive approach that integrates their investment management needs with specific cash flow, income tax, and legacy considerations.Specialties: Investment management, asset allocation, security selection, comprehensive retirement planning, personal financial planning.

Matthew Carter, Cfa, Cfp®'s Current Company Details
Ironwood Investment Counsel

Ironwood Investment Counsel

View
Managing Partner
Scottsdale, AZ, US
Website:
ironwoodic.com
Employees:
5
Matthew Carter, Cfa, Cfp® Work Experience Details
  • Ironwood Investment Counsel
    Managing Partner
    Ironwood Investment Counsel
    Scottsdale, Az, Us
  • Ironwood Investment Counsel
    Managing Partner
    Ironwood Investment Counsel Jan 2021 - Present
  • Ironwood Investment Counsel, Llc
    Partner
    Ironwood Investment Counsel, Llc May 2005 - Dec 2020
  • Inlign Wealth Management
    Director Of Investments
    Inlign Wealth Management May 2002 - May 2005
  • Arthur Andersen, Llp
    Manager
    Arthur Andersen, Llp May 1997 - May 2002

Matthew Carter, Cfa, Cfp® Skills

Portfolio Management Investments Asset Management Finance Strategic Planning Asset Allocation Financial Analysis Financial Planning Mutual Funds

Matthew Carter, Cfa, Cfp® Education Details

Frequently Asked Questions about Matthew Carter, Cfa, Cfp®

What company does Matthew Carter, Cfa, Cfp® work for?

Matthew Carter, Cfa, Cfp® works for Ironwood Investment Counsel

What is Matthew Carter, Cfa, Cfp®'s role at the current company?

Matthew Carter, Cfa, Cfp®'s current role is Managing Partner.

What is Matthew Carter, Cfa, Cfp®'s direct phone number?

Matthew Carter, Cfa, Cfp®'s direct phone number is +160249*****

What schools did Matthew Carter, Cfa, Cfp® attend?

Matthew Carter, Cfa, Cfp® attended University Of Arizona, Arizona State University.

What skills is Matthew Carter, Cfa, Cfp® known for?

Matthew Carter, Cfa, Cfp® has skills like Portfolio Management, Investments, Asset Management, Finance, Strategic Planning, Asset Allocation, Financial Analysis, Financial Planning, Mutual Funds.

Who are Matthew Carter, Cfa, Cfp®'s colleagues?

Matthew Carter, Cfa, Cfp®'s colleagues are Kelsey Finney, Michael Lossing, Cfp®, Barrett A. Geist, Cfp®, John Ellison, Matthew Kelly, Cfa, Cfp®, Cima®, Rich Antonio, Cfa, Alek Sokoloski, Cfp®.

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