A Noteworthy History
The firm started out in 2005 under the name Carlin Wealth Management Group (CWMG), providing individuals with investment management and financial planning characterized by careful due diligence and market monitoring that produced superior results. CWMG soon became affiliated with Henry & Horne, LLP, Arizona's largest locally owned tax and accounting firm, and quickly grew in both size and stature.
In 2008, the firm transformed its affiliation with Henry & Horne into a formal partnership and subsequently changed its name to Wealth Management, LLC. Over the ensuing two years, referrals from well-respected clients during times of unprecedented economic challenge fueled the company's growth.
Today, Wealth Management continues to provide high net worth individuals and organizations with customized and sophisticated wealth management solutions. The firm has recently been acknowledged as the fastest growing private wealth management practice in Arizona.