Carey Wealth Management

Carey Wealth Management, Inc. (dba Carey Wealth Management) offers wrap fee programs tailored to individual client needs, combining asset management with financial planning. The firm's services include comprehensive portfolio management, financial planning, and pension consulting. The minimum account balance required for the Wrap Comprehensive Portfolio Management service is $1,000,000, negotiable on a case-by-case basis. The maximum annual fee charged is 1.25%, billed quarterly based on the account value. The firm's investment strategies include long-term purchases, short-term purchases, trading, and sector rotation, with a focus on cash flow, cyclical, fundamental, and technical analysis. Clients have the opportunity to place restrictions on investments. Carey Wealth Management acts as a fiduciary, committed to providing unbiased advice in the best interest of clients. The firm does not charge performance fees and does not accept proxy authority to vote client securities. Clients can contact their portfolio managers directly, and the firm has no disciplinary information to disclose. Representatives are registered with APW Capital Inc. and hold a fiduciary responsibility. Carey Wealth Management emphasizes ethical conduct, compliance with securities laws, and full disclosure of material facts to clients. The firm reviews client accounts regularly and does not provide compensation for testimonials or endorsements. Financial information is not provided as the firm does not require prepayment of fees or take custody of client funds.