Chadwick Bay Investments
Investment Management Company
Why pick this one
Chadwick Bay Investments serves high-net-worth families with tailored wealth strategies and legacy planning, backed by Marianne Carter’s more than four decades of practice.
Best for
- high-net-worth and ultra-high-net-worth families
- business owners planning for future transitions
- families planning retirement
- families funding education for children and grandchildren
- families seeking intergenerational legacy planning
Look elsewhere if
- investors seeking services specifically designed for non-high-net-worth households
- clients seeking emergency or rapid-response financial services
Specialties
- wealth preservation and growth strategies
- legacy planning
- retirement planning
- business-owner planning
- education planning for children and grandchildren
Certifications
- Sanctuary Securities, Inc. member FINRA and SIPC
- Sanctuary Advisors, LLC SEC Registered Investment Adviser
What makes them different
- Marianne Carter has built her practice for more than four decades
- mFORCE Capital was founded by Brad Bruce in June 2021 as an independent wealth management firm
- Focuses on high-net-worth and ultra-high-net-worth families
- Brad Bruce appeared in Barron's Top 1,200 Financial Advisors rankings for 2014–2021 and 2023
- Provides access to BNY Mellon Pershing NetXInvestor for client accounts
Distilled from this business's own website.
Contact & Location
- Address
- 987 Chadwick Shores Drive, Sneads Ferry, NC
- Phone
- (910) 327-0048
- Website
- http://www.thechadwickbay.com/
Services
- investment management
- wealth management
- financial planning
- retirement planning
- legacy planning
- intergenerational wealth planning