Carta Wealth Planning

Carta Wealth Planning in Syracuse, NY, is your trusted partner for comprehensive financial advising and investment services. As experienced financial planners, we offer a wide range of solutions tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We specialize in retirement planning, offering guidance on IRAs (Educational, Traditional, Roth, SEP, and SIMPLE), 401(k)s, and 403(b)s. Our services extend to brokerage accounts, treasury bills, and variable annuities. We excel in crafting personalized financial plans, tax strategies, college savings plans, and estate planning. For businesses, we provide money purchasing and profit-sharing plans.