Carazo Wealth Management

EST. AUM
$0

CONTACTS

CLIENT ACCOUNTS
0

Firm Details

Metro area New Orleans
CRD Number 342791
Website carazowealth.com
Client types

Overview

Carazo Wealth Management, legally Ron Carazo and Associates, L.L.C., is a Metairie, Louisiana-based SEC-registered investment adviser providing wealth management, asset management, financial planning and investment consulting services. The firm develops customized investment strategies according to clients' objectives, risk tolerance, time horizons and financial circumstances. Its services include portfolio construction, asset allocation, investment selection, retirement planning, cash-flow analysis, tax-oriented planning and estate-planning considerations. Carazo primarily serves individuals and high-net-worth individuals and may manage accounts on a discretionary basis. The firm may also select external sub-advisers or money managers for client accounts when appropriate.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Carazo Wealth Management

Platform Details

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