THE HARTY CARPENTER GROUP
THE HARTY CARPENTER GROUP believes that trust is earned and is the foundation for lasting relationships.
This team of Financial Advisors is proud to offer over 100 years of industry and practical experience helping clients manage and prepare for their financial futures. THE HARTY CARPENTER GROUP understand the demands and responsibilities of wealth, and we draw upon our vast resources to offer a total wealth management strategy tailored to your individual needs.
Our wealth management team welcomes the opportunity to show you first-hand what we do and how our services are appropriate for you and your family
It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, we can work with you to build your own personalized financial strategy.
Join us for an informative event during which we'll discuss:
- How Generative Artificial Intelligence Works
- Growth Impact
- Positioning Impact
- Technological Impact
- Key Risks
Join us for an informative virtual event during which we'll:
- Provide you with timely information that you can consider to make informed decisions
- Share how Merrill advisors will strive to help you pursue your goals
Join us for an informative virtual event during which we'll discuss:
- Planning for pre- and post-retirement health care costs
- Medicare at a glance
- How your income affects Medicare
- Long-term cost considerations
Join us for an informative seminar & dinner during which we'll discuss:
- How Every Family Can Prepare
- Anticipating the Unexpected
- Surviving the Spouse Checklist
- Family Love Letter
- Family Check-up
Join us for an informative virtual event during which we'll discuss:
- Social Security basics
- Spousal benefits
- Survivor benefits
- Divorce & Social Security
- Special considerations
Join us for an informative lunch seminar during which we'll:
- Provide you with timely information that you can consider to make informed decisions
- Share how Merrill advisors will strive to help you pursue your goals
Join us for an informative seminar & happy hour during which we'll discuss:
- Long-Term U.S. Stock Returns & Elections
- Time in the Market, Not Political Party
- Election Years & Market Performance
- Public Satisfaction Levels & Markets
- Election Years & Money Market Flows Election Years & the Federal Reserve
Please join us for an educational seminar & dinner
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives, and high net work investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
WebEx details will be provided prior to event date.
ChFC®, CFP®, CPFA™, CPWA®, CRPC™
CPFA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
