As an independent Wealth Manager, Cary Street Partners, a Luxon Financial Company, is not beholden to proprietary solutions. We work for our clients while providing an open architecture approach to industry leading products.

Custom-made portfolios and integrated wealth management tools bring a solutions-based approach to the advisor’s practice

Details on our investment methodology can be found on our Luxon Global Website

Financial Planning

 

Everything starts with a plan. We organize your financial picture by bringing into focus the following:

  • Values
  • Family needs
  • Risk tolerances
  • Estate considerations
  • Tax structure
  • Appropriate insurance coverage

Our financial advisors utilize an Integrated Reporting and Information System (IRIS) to create a comprehensive view of your portfolio.

Research & Portfolio Advisory

 

At Cary Street Partners, our research team comes to you. We are completely objective, which means we will not sell you something that you do not need.

Asset Allocation
We employ institutional software to create a more stable, quantitative asset allocation approach.

Manager Research
There are tens of thousands of mutual funds, separate accounts, ETFs, private partnerships, and other investment structures. We employ a disciplined methodology and process, powerful software, a keen eye, and decades of experience. We continuously screen the investment universe for opportunities that meet our rigorous criteria, and distil them into a portfolio best suited to meet your goals.

View more details on our investment methodology on our Insights Page

Life Insurance

 

Life insurance is a critical component of estate planning. Our financial advisors and the team at Luxon Insurance Services structure insurance strategies to meet your needs in connection with family wealth preservation, tax concerns, retirement, philanthropic and other desires. Let us perform an independent review of your current coverage and help determine how it fits into your overall personal financial situation. We will work directly with your estate attorney to ensure that the insurance products and strategies we recommend are ideal for you.

  • Whole Life policies
  • Term policies
  • Universal Life and Indexed Universal Life policies
  • Annuities
  • Long Term Care

Corporate Advisory

 

The Corporate Advisory team specializes in serving middle market, family owned, other private and public companies and their owners with strategic and liquidity advice and execution. That process entails working with our clients to develop an understanding of their personal and business objectives, goals and concerns. We help our clients navigate through complex circumstances and we assess risks and identify short and long-term opportunities and strategies.

  • Family Business Advice
  • Mergers & Acquisitions
  • Capital Raising
  • Strategic & Financial Advisory Services
  • Bankruptcy & Restructuring

Corporate Benefits & Retirement Services

 

Employers today are challenged with providing appropriate and economical benefits to their employees. Our financial advisors have access to a variety of products from the major carriers in the market. We work closely with your Human Resource professionals to assess your needs, negotiate with carriers, customize plans, and develop employee presentations and registration portals. We customize the right benefit program for you and your employees.

  • 401K & Retirement Benefits
  • Group and Individual Health Plans
  • Group Dental and Vision Plans
  • Executive Compensation Services
  • Group Life and Disability Insurance

 

“In business, as in life, one has no higher calling than to the service of others.”

– Anujeet Sokhi, Management Reporting Analyst, Assistant Vice President