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Meet Kirk

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Kirk CartWright

(916) 294-4409

(916) 294-4401

With a broad range of products and services, I can help individuals, families and organizations as they grow, protect and distribute their assets. My practice focuses on:

  • Asset Allocation Strategies
  • Retirement Income Distribution Planning
  • Wealth Management Services

Since 1995, it has been my privilege to help my clients work toward achieving their financial goals. Upon reviewing their current financial picture, I put aside all of the financial jargon and discuss with them the strengths and weaknesses of the financial strategy they currently have in place. If needed, I can then make suggestions on how to potentially improve upon their current strategy.

Whether it is building a more tax-efficient portfolio, developing a retirement income distribution strategy, managing the family trust or another financial concern, I am here to help.

Contact me anytime to schedule a complimentary appointment. Find out first hand how you and your family can benefit from us working together to address your needs.