2107 Elliott Avenue
Simplifying complexity, so you have direction and confidence.
Providing understanding in a friendly, collaborative environment.
The experience to understand wealth management issues while placing client’s interest first and foremost.
We are an independent wealth management firm, we embrace a holistic view to bring understanding and guidance to your unique situation, so you can have clarity and confidence in your future.
We start by asking questions, and from there can come recommendations. By taking time to get to know you, we can best understand the steps forward.
As the Founder of Carlton & Company, I have built the firm with a commitment to independent advice, dedicated to making a positive difference in the lives of those we serve.
Karalyn Carlton, CWS®, AIF®, Founder and President
"My mission is to remain thoughtful and innovative, balancing the drive for continuous knowledge by bringing my best to each client to deliver the most impactful results."
- Karalyn Carlton
Even the smartest, most productive, most informed people can’t do it all. We partner with you to understand what it is you’d like to achieve, make the plan to get you there, and advise and be your sounding board along the way.
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"Planning is bringing the future into the present so that you can do something about it now."
- A. Lakein