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Carve

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website carveadvisors.com
Client types

Overview

Carve Advisors is a boutique wealth management practice in Charlotte, NC delivering planning-led, discretionary portfolio management to a select client base (fewer than 150 households; typical relationships begin around $2.5MM). The firm blends a high-touch, personalized approach with institutional resources via &Partners and Fidelity/National Financial Services for custody and platform support. Led by founder Patrick Golden, Carve emphasizes disciplined research, behavioral insights, and tax-aware implementation to align portfolios with each client’s goals, risk, and liquidity needs. The team provides comprehensive guidance across investments, retirement income, and multi-generational planning with direct communication and ongoing reviews.

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Alternative Activity

Address

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

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