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
Who We Serve
KaneCarlton is a management consulting firm working exclusively within the wealth management industry. We provide services to three distinct constituencies:
KaneCarlton helps banks & credit unions create competitive distinction in the delivery of wealth management solutions.
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.
Wealth Biz Buzz
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.
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.
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.
We hold the information you provide in the strictest confidence.
9940 Hampton Road
Fairfax Station, VA 22039