Carswell is a boutique wealth and investment management firm specializing in serving the unique needs of affluent individuals, families and select institutions. We help our clients achieve their objectives by providing highly personalized Wealth Management, Institutional Advisory and Retirement Plan Services. As an independent, fee-only SEC Registered Investment Advisor (RIA), Carswell manages portfolios objectively using a well-defined evidence-based investment philosophy that is complemented with attentive client service and communication.