Matthew Carter, Cfa, Cfp® Email and Phone Number
Matthew Carter, Cfa, Cfp® phone numbers
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.
Ironwood Investment Counsel
View- Website:
- ironwoodic.com
- Employees:
- 5
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Managing PartnerIronwood Investment CounselScottsdale, Az, Us -
Managing PartnerIronwood Investment Counsel Jan 2021 - Present -
PartnerIronwood Investment Counsel, Llc May 2005 - Dec 2020
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Director Of InvestmentsInlign Wealth Management May 2002 - May 2005 -
ManagerArthur Andersen, Llp May 1997 - May 2002
Matthew Carter, Cfa, Cfp® Skills
Matthew Carter, Cfa, Cfp® Education Details
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Finance
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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