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KaneCarlton is a management consulting, coaching and advisory firm working exclusively within the wealth management industry. We provide services to four distinct constituencies:

Financial Institutions
Financial Advisors and Advisor Practices
Transitioning Advisors
Industry Vendors and Support Resources

KaneCarltonLLCKaneCarlton is in the decision business. We help our wealth management clients makeinformed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions to reduce costs, increase revenue and stay competitive.

KaneCarlton is a consortium of the best and brightest talent in the wealth management industry. This confederation of seasoned professionals represents well over a century of practical, hands-on experience in highly specialized disciplines, with a no-nonsense, innovative, results-driven focus on a singular mission - to helping you.

We are an organization of practitioners, not a group of theorists who may have spent a year or two on the front lines of financial services. We have the scars and lumps, and gray hair that allow us to guide you on your quest to grow and protect your business.

We are going to help you make your first decision – the right decision.

About Us