Wealth Management Services

To control your life and legacy, you need an advisor and a plan. That’s what we do; we advise, and we plan.

But at AFS, we don’t cut and paste plans from a library of templates. We tailor a plan that reflects your vision, protects your interests, and evolves as your needs and wishes change.

We operate as a Virtual Family Office, so we collaborate with you and a team of hand-selected professionals – CPAs, estate attorneys, P&C insurance specialists, etcetera – that support your goals to maximize productivity, minimize conflict, avoid surprises, and save you time. If you are happy with your current professional team, we invite them to the table; the ultimate goal is for you to be surrounded by an experienced team working in tandem on your behalf.

Wealth Management Services

Portfolio Management

Wealth Planning

Risk Management

Estate Planning

Tax Planning

Wealth Management Services

<img width="65" height="65" class="size-full wp-image-5732 alignleft" src="https://albritton.carsonwealth.com/wp-content/uploads/sites/168/2019/07/Artboard-5-copy-27.png" alt="" />Portfolio Management

<img width="66" height="65" class="size-full wp-image-5735 alignleft" src="https://albritton.carsonwealth.com/wp-content/uploads/sites/168/2019/07/Artboard-5-copy-24.png" alt="" />Wealth Planning

<img width="66" height="65" class="size-full wp-image-5733 alignleft" src="https://albritton.carsonwealth.com/wp-content/uploads/sites/168/2019/07/Artboard-5-copy-26.png" alt="" />Risk Management

<img width="66" height="65" class="size-full wp-image-5730 alignleft" src="https://albritton.carsonwealth.com/wp-content/uploads/sites/168/2019/07/Artboard-5-copy-29.png" alt="" />Estate Planning

<img width="66" height="65" class="size-full wp-image-5729 alignleft" src="https://albritton.carsonwealth.com/wp-content/uploads/sites/168/2019/07/Artboard-5-copy-30.png" alt="" />Tax Planning

Portfolio Management

Wealth Planning

Risk Management

Estate Planning

Tax Planning