Trusted Advisors to the Wealth Mangement Industry
We have developed strategic plans and processes for implementing those plans, as well as aiding in project management and other initiatives requiring organization and attention.
Making an Impact in the financial industry
The coaching and consulting experts at Kane Carlton worked in financial institutions for decades before using their experience and highly specialized knowledge to help banks and credit unions like yours. They not only ran their respective business lines and areas of responsibility, but rose to the top of their field by understanding how each of the component parts of wealth management fit into the broader context of banking.
Global Leader 10 Years In a Row
Average profit per year
Average invest per year
The Right Choice
Companies we have Advised
We sat around the executive management table, participated in loan committee and board meetings, and interfaced with deposit operations, retail banking, marketing and human resources. We responded to the challenges of integrating wealth management into the fabric of the organization.
A Leader In The Industry
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Meet Tom Kane
400k+ Satisfied Customers
California, TX 70240