CARLIN WEALTH MANAGEMENT GROUP, LLC

Overview

Carlin Wealth Management Group, LLC is an independent registered investment adviser focused on individual and family clients with a fee model that blends percentage-of-AUM and fixed-fee engagements. The firm’s practice centers on financial planning and discretionary portfolio management for individuals and small businesses, coupled with insurance brokerage services. Its stated portfolio preference is equity-first: the firm allocates a substantial portion of client assets to exchange-traded equities and builds around that equity core with mutual funds and annuity solutions where appropriate. The adviser is not positioned as a capital allocator or fund sponsor; instead, it acts as a manager and advisor, selecting third-party managers and retail products to meet client goals. Carlin Wealth Management Group, LLC is not an active ESG investor and does not present itself as a multi-state advisory network. Given its mix of advisory and insurance brokerage activity, the firm appears to integrate retirement, income planning and insurance solutions into its portfolio construction.

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Location & Offices