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Why Carlton & Company?

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.

Our Approach

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

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How We Help

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.

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Who We Serve

What We Do

Why We Do It

Where To Begin

Let Us Know How We Can Help You

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