Carlton Wealth Management, Inc.
Contact Information
-
Address
Financial advisor · · 2107 Elliott Ave Suite 305, Seattle, WA, 98121 -
Phone
(206) 745-5505 -
Website
carltonwm.com
Location
About Carlton Wealth Management, Inc.
Carlton Wealth Management, Inc. is a financial planner in Seattle, WA. The firm provides integrated financial planning, investment management, and risk management strategies to individuals and families across the country. Their services include retirement planning, wealth accumulation, legacy and incapacity planning, charitable giving, and tax-smart retirement strategies.
This independent, woman-owned firm was founded in 2011 by Karalyn Carlton. The firm offers a boutique, person-centered approach where clients work directly with Karalyn Carlton, a Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF). The practice focuses on helping clients align their financial lives with their personal values through customized investment management and proactive, continuous planning. Their expertise covers building and preserving wealth, including generational wealth transfer and tax-efficient income strategies.
Located on Elliott Avenue in Seattle, the office is situated near Victor Steinbrueck Park and is a short walk from public artworks such as the Untitled Totem Pole and Angie's Umbrella.
The firm is recognized for its highly personalized approach and its commitment to helping clients navigate complex financial decisions with clarity. With a 5.00 rating, Carlton Wealth Management is known for providing thoughtful, strategic guidance and building long-term relationships rooted in trust.
Carlton Wealth Management, Inc. serves as a dedicated partner for those seeking to align their financial strategies with their life goals in Seattle.
Services:
- Building & Preserving Wealth
- Financial & Retirement Planning
- Investment Management
- Risk Management Strategies
More Financial Planner in Seattle, Washington
- Falcon Wealth Planning of SeattleBizScore 75
- Brighton Jones of SeattleBizScore 72
- Beacon Pointe Advisors of SeattleBizScore 71
- EP Wealth Advisors of SeattleBizScore 65
- Ignite Financial Planning, LLCBizScore 63
- Crafted FinanceBizScore 62
- BBJS Financial Advisors, LLCBizScore 61
- Focus Partners Wealth of SeattleBizScore 61
- Bond Financial, PLLCBizScore 56
- Northern Trust of SeattleBizScore 54
Browse: Businesses in Seattle, WA · Financial Planner in Washington · Businesses in Washington
AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business