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CARITAS FINANCIAL: Strength and Virtue

Caritas (Care-uh-tahz) is Latin for charity, kindness, and compassion for others

At Caritas Financial, our experienced professionals have helped hundreds of families for nearly two decades by providing clear, thoughtful retirement planning guidance. Through the years we have expanded our services to become a comprehensive financial services firm providing financial planning and private wealth management for individuals and families as well as institutional services for organizations such as endowments, foundations, and retirement plans.

Focused on You

Our work begins by helping you clarify and prioritize your objectives. This is accomplished after an in-depth conversation designed to give us insight as to what is important to you in life, both personally and financially. The decisions we arrive at together help us develop a personalized financial plan that supports your objectives, responsibilities, and ambitions.

Lasting Relationships

Each Financial Consultant and Private Wealth Advisor at Caritas Financial works with a select number of clients to ensure we are accessible and responsive to your needs. Financial planning is a process, not a one-time event, so we provide ongoing communication and can respond to changes in your priorities or circumstances as necessary. We pride ourselves on connecting with clients and earning their trust, which is invaluable when developing and implementing strategies that are customized for your objectives.

Objective Advice

Whether you are getting “retirement-ready,” selling your business, organizing your finances, planning a legacy, or even starting a foundation, you can feel comfortable knowing you have a strong financial team to provide comprehensive recommendations. Our skilled team is comprised of financial professionals with distinguished industry designations, including Certified Financial PlannerTM (CFP®), Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), and Accredited Investment Fiduciary (AIF®) – all of whom have access to a broad spectrum of non-proprietary products and services. As an independent firm, we are honored to have the responsibility of delivering clear and objective advice to our clients.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Real Cost of a Vacation Home

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A Bucket Plan to Go with Your Bucket List

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