Extended Planning Team


Extended Planning Team

Complex financial lives sometimes require expertise beyond investment management, insurance and financial planning. When appropriate, CarriageGate Wealth Management coordinates with outside professionals and specialist resources to help address issues that require deeper subject-matter expertise.Our relationships include professionals from these areas of specialty:

  • Estate and trust planning
  • Tax planning and accounting
  • Business valuation, succession and exit planning
  • Qualified retirement plans
  • Special-needs planning
  • Advanced insurance and risk-management strategies
  • Trust services
  • Valuation of art, jewelry, antiques and collectibles

How the Team Works Together
We help identify when specialized expertise may be appropriate, coordinate the relevant professionals, and keep their recommendations connected to the broader financial plan. Our goal is not to replace your attorney, CPA or other advisors, but to help ensure that important decisions are considered in context.

For Wealth Management clients, specialist resources are engaged as appropriate. For families in the CarriageGate Steward Retirement Program?, professional coordination is a more active and ongoing part of the relationship.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Tax and legal services are not offered by CarriageGate Wealth Management, LPL Financial or affiliated advisors.