Who We Are

In setting up our company, we wanted the name to send a simple statement of who we are and what we do. The name Cara, the Gaelic name for "Friend", reflects our philosophy on how we provide value to our clients. When you work with Cara Wealth Management you get more than just an “Advisor”, you get a friend for life.

As independent insurance and financial advisors, we leverage decades of experience and industry education to help provide you with our best comprehensive advice and guidance specializing in Social Security, Medicare Planning, and Insurance needs. With one-on-one guidance, our team helps you navigate your financial future with strategies custom to your unique needs and goals.

At Cara Wealth Management, we recognize you have options when it comes to choosing a company to help provide and assist you with your financial guidance and well-being.

We sincerely believe that no one has to go it alone! Call us and we promise we will be your partner and advocate to help guide you through the process.