Carlton Smith Private Wealth

General information

As a client of Carlton Smith Private Wealth, we provide you with everything you need to achieve your life’s aims. Partnering you for your lifelong financial journey.

Our relationship begins with the creation of a lifestyle financial plan. We build your plan in collaboration with you, matching your financial arrangements to your objectives and tailoring them to your specific requirements. This plan is the blueprint for your financial future and is not a short term reaction to a volatile market. It is a considered, long term plan with a view to a financially secure future. Your financial journey will allow you to look into the future and see what it might look like.

We have a three stage process that we offer clients:
Lifestyle Planning - Where am I now and where do I want to be?
Financial Planning - How much will my lifestyle cost me?
Financial Advice - A means to an end.

We start by spending time getting to know you, to understand what makes you tick and where you want to be. We live in a world where very few of us have unlimited resources and we understand this. We help you to understand the actual cost of your future plans, allowing you to redirect money and resources to achieve your goals. We don’t just look for the obvious solution, there are different solutions that fit many different needs, the value we offer is in looking at things differently for you and selecting a solution for your specific needs.

Our investment philosophy works on the basis that successful investing is considered to be a dynamic balance between strategy allocation and investment choice. We start with one particular golden rule of investing - “I am more concerned with the return of my money than the return on my money”. - Mark Twain. Capital preservation is the highest priority when putting an investment portfolio together with clients and we strive to achieve the level of return a client needs. This is what we describe as a risk managed approach.

www.cspwealth.com