The Faces of Change
Wealth Management provides unique investment planning services, life insurance, health insurance, estate planning, financial planning, mortgage strategies and qualified or non-qualified retirement planning services. Accounting and tax planning services are provided in conjunction with our affiliate, Henry & Horne, LLP, Certified Public Accountants.
Michael J. Carlin
AIF*, WMS, Principal
Michael is the Managing Member and Principal of Wealth Management, LLC. The firm, founded in 2005, has already become one of the most highly regarded independent wealth management practices in Arizona.
Previously, Michael served as Chief Operating Officer of Advisors Edge Inc. of Scottsdale, Arizona. As such, he counseled wealth management firms across the country, devising ways to improve their investment services. With more than $3 billion under management, Advisors Edge guided the country's largest group of independent wealth management firms owned by, or operated alongside, regional accounting firms. During his tenure there, he created Advisors Edge Securities, LLC – the first broker-dealer organization designed to serve the needs of accounting firms, banks and law firms throughout the country.
Preceding his relocation to Arizona, Michael launched CCR Wealth Management, LLC in Boston, which quickly became one of New England's largest wealth management practices. His firm was closely affiliated with the largest private accounting firm in Massachusetts, CCR Advisory Group, LLP.
His curriculum vitae includes positions at Morgan Stanley and Merrill Lynch where he served high net worth clients and managed their investment portfolios. Michael graduated from George Washington University with a BA in Marketing and from the School of Financial Planning at Boston University.
Michael holds life and health insurance licenses, maintains a brokerage relationship with Independent Financial Group of San Diego, California, and holds the following designations:
- Securities Licenses: 7, 24, 63 and 65
- Accredited Investment Fiduciary (AIF©)
- Wealth Management Specialist (WMS)
Louis J. Chabrier
Retirement Practice Leader
Louis Chabrier is the Retirement Practice Leader for Wealth Management, LLC. Louis joined Wealth Management in 2008, bringing twelve years of human resources and benefits experience to the practice.
As a human resources professional in the semi conductor industry, Louis worked with plan providers and organization leaders to create and implement cost-effective benefit strategies.
At Wealth Management LLC, Louis creates and implements group retirement solutions for organizations. He provides plan design recommendations, investment due diligence, ongoing fiduciary oversight and total plan cost analysis.
Louis is the in-office point of contact for plan participants and provides plan education and assistance with asset allocation strategies and service needs.
Louis graduated from Emerson College with a BS in Mass Communication, is fluent in Spanish and holds the following designations:
- Securities Licenses: 7 and 66
- Certified Compensation Professional
- Certified Benefits Professional
- Work-Life Certified Professional
- Global Remuneration Professional