The Carter Hooper Group combines high-touch financial, tax and estate planning with risk-managed investing to meet the needs of our clients and their families. We are a highly experienced and collaborative family wealth team that combines our individual talents and knowledge to form trusted relationships with the clients with whom we work.  Because we’ve built a multigenerational practice with deep financial planning expertise, we’ll be here to guide our clients’ families for generations to come. Our team was recently recognized by Forbes/SHOOK Research as a 2025 Best In State Wealth Management Team (published 1/9/25, data as of 3/31/24).