ABOUT US
Always in your corner.
Carlton Wealth Management was established as Carlton & Company Financial in 2011 as an independent, woman-owned wealth management firm. We serve people throughout the nation who seek a boutique approach to personalized financial planning and investment management through advocacy, organization and strategic direction in their financial lives.
We’ve renamed to Carlton Wealth Management to clearly reflect the full services we provide. Our driving philosophy is to help people live well, now and in their future, taking into account what matters most to them, with sound planning and investment guidance along the way.
OUR TEAM
Karalyn Carlton, CWS®, AIF®
Karalyn actively pursues the knowledge and resources that will help people align their values with their financial well-being, with a mission to deliver impactful results to every client.
Karalyn is a member of the WA Women’s Foundation, a collective giving organization committed in creating impact for Washington based communities, as well as actively supporting national and international conservation and humanitarian efforts.
With a Bachelor’s degree from the University of Wisconsin-Madison, Karalyn holds Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF) designations. She has been recognized as a Seattle Five Star Wealth Manager and completed the CFP educational program. Karalyn is a lifelong learner and traveler. She loves to get outdoors, read, garden and spend time with her family and friends.
Licenses / Registrations / Designations Held:
- Certified Wealth Strategist (CWS®)
- Accredited Investment Fiduciary (AIF®)
- Registered Representative (Series 7)
- Investment Advisor Representative (Series 66)
- Life, Variable and Long-term Care Insurance Licensed
- CFP Certification Education Program
Melissa Ducote
Melissa serves as the lead Client Relations Specialist for Carlton Wealth Management, provided by Independent Financial Group’s virtual assistant program.
Her focus includes overseeing documents preparation, business service and working with clients to ensure clarity.
Originally from Central Louisiana, Melissa and her husband Jason now reside in Corpus Christi, Texas. In her personal time, Melissa enjoys reading, listening to music, remodeling her home, and spending quality time with her family, which includes two dogs and three cats.
Our clients tend to be:
- Engaged in their financial well-being
- Intentional in their planning
- $1 million+ in investable assets
- Interested in working closely and honestly with an experienced wealth advisor
OUR FIDUCIARY DUTY
At Carlton Wealth Management, we are proud to uphold the fiduciary standard of care when serving our clients, with a commitment to place out clients' interests first and foremost.
- We have a duty to act solely in your best interest when recommending financial strategies on your behalf, and to disclose all material facts or conflicts of interest that could compromise that duty.
- We practice transparency in sharing how we are compensated for our services.
- We uphold all standards and regulations under the Investment Advisers Act of 1940, including an obligation to put you ahead of ourselves at all times.
No investment strategy can guarantee a profit or protect against loss.