Cartwright & Brown Wealth Advisory has been serving institutional clients globally since 1994. Our founders designed the firm with one vision in mind: putting clients at the forefront and building an investment management firm to support long-term investment objectives.
We believe the first step of successful investment management is putting your interests before our own. Our client-first approach puts the focus where it should be—on you and your investment needs. Our goal isn’t to achieve the impossible by picking the single best stock or predicting every market fluctuation. It’s to ensure your satisfaction by helping you achieve your long-term financial goals. Our firm’s approach reflects those values. We believe this focus on putting investors first is why we’ve managed portfolios for 25 years and currently serve over 35,000 private and institutional clients.
Due to poor interest rates and high fees from various banks and stockbrokers, we have recently opened or doors up to private investors for advice. Here at Cartwright & Brown we pride ourselves on customer service and we have a great advantage of being independent as this allows us to find banks brokers and other financial product providers with the lowest fees as we do not take commissions or have bias towards any particular company.