Helping You Create, Grow, and Protect Wealth for Generations

At Carpenter Wealth Management, LLC we would love to show you how you can work towards making this is possible. CLICK HERE TO SCHEDULE

Let’s face it: Life gets more complex with each passing year.  Whether is it taxes, regulation, healthcare, saving for education, finding good investment choices, new job, rolling a 401K, retirement, understanding Social Security, considering long-term care, it is challenging for anyone to stay on top of it.  My mission is simple: to partner with clients and sit on the same side of the table with them so that I can help them make choices that benefit them, not my wallet.  My style is designed to be pressure free and I would enjoy sitting down with you and so I can understand your situation and discuss ways I can help simplify your financial life by reducing stress and increasing comfort/peace.

I have the resources and experience of being an advisor and partner who worked on Wall Street.  I have written articles for The Wall Street Journal and other major financial publications.  I also managed accounts at PNC Bank, Kentucky’s largest Trust company.

Tom, your advisor and partner can assist you with the following:
> Financial Planning and Retirement
> Risk Management & Insurance
> Estate Planning & Family Legacy
> Children and Grandchildren’s Education
> Business Succession
> Better rates on Credit & Lending

Contact Carpenter Wealth Management, LLC:

Helping You Create, Grow, and Protect Wealth for Generations

502-552-8586 |  tom@carpenterwealth.com |  4965 U.S. Hwy 42, Suite 1000  |  Louisville, KY 40222

Security and Investment Advisory Services offered through L.M. Kohn & Company. A Registered Broker/Dealer. Member FINRA/SIPC/MSRB. 10151 Carver Rd. Suite 100, Cincinnati, OH 45242. (800) 478-0788.