Decision Making: Informed
Our wealth management clients make informed decisions through research, competitive intelligence, best practices and innovative, objective solutions.
Make Your First Decision The Right Decision
Decide KaneCarlton
Who We Serve
KaneCarlton is a management consulting firm working exclusively within the wealth management industry. We provide services to three distinct constituencies:
Financial Institutions
KaneCarlton helps banks & credit unions create competitive distinction in the delivery of wealth management solutions.
Advisor Enterprises
KaneCarlton enlightens advisory firms & family offices in ways to optimize results and sharpen their value propositions.
Industry Business Partners
KaneCarlton supports a host of service providers including TPMs, TAMPs, system providers & others.
Who We Are
KaneCarlton is a consortium of the best and brightest talent in the wealth management industry. This confederation of seasoned professionals represents two centuries of practical, hands-on experience in highly specialized disciplines with a no-nonsense, innovative, results-driven focus on a singular mission – to help you.
Our Services
Integration of Wealth Management Business Units
Coalesce your business units, processes and systems into a formidable juggernaut
Vendor Assessment and Selection
Detailed financial modelling, due diligence, vendor intelligence and strong negotiation skills
Organization and Capabilities Assessment
Our assessment process is an effective acid test and a roadmap for optimizing your business
Technology Analysis and Upgrades
Understand your systems’ capabilities and limitations and discover emerging tools
Recruiting and Hiring Solutions
We use proprietary tools for sourcing, selecting and securing top talent
Strategy and Performance Improvement
Make informed decisions armed with research, competitive intelligence and more
Wealth Biz Buzz
Hurry Up!
The times they are a-changin’. We are in a new phase – a Consumer Revolution. Never in the history of man could you get so much of what you wanted, when you want it in such a customized and cost-effective form.
Do’s and Don’ts of Choosing a Consultant
Selecting a management consultant can be a daunting task.Yet, selecting the right partner is crucial if you are to maximize the return on your investment. The right partner will lead you to reduce costs, increase profits and help you hone your competitive advantage.
Recruiting and Hiring Solutions
The decision of with whom you choose to entrust your hard earned reputation and client relationships is likely the most important decision you make in running your business.
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Reach Us
We hold the information you provide in the strictest confidence.
365 S. Fletcher Ave.
Fernandina Beach, FL 32034
703-795-5263