Decision Making: Informed

Our wealth management clients make informed decisions through research, competitive intelligence, best practices and innovative, objective solutions.

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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

“Innovation without execution is hallucination”

Thomas Edison

“The illiterate of the 21st century will not be those who cannot read or write, but those who cannot learn, unlearn and relearn”

– Alvin Toffler

It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change.

 – Charles Darwin

Wealth Biz Buzz

Hurry Up!

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.

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Do’s and Don’ts of Choosing a Consultant

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.

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Recruiting and Hiring Solutions

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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We hold the information you provide in the strictest confidence.

9940 Hampton Road
Fairfax Station, VA 22039


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