#United States #Syracuse #Stratos Wealth #Carta Wealth #Jeremy Caza

Introduction

In a significant development for the financial services sector in Upstate New York, Jeremy Caza has officially launched his new wealth management practice, Carta Wealth Planning, through the Stratos Wealth Management platform. This innovative practice aims to provide personalized financial planning to individuals and families within the region and extend support to clients beyond state borders.

Background on Jeremy Caza

Caza is not a newcomer to the financial industry; he has accumulated over twenty years of experience as a financial advisor. His career began at Lincoln Financial Advisors, after which he transitioned to Invest Financial Corporation. This firm later became part of LPL Financial, one of the largest broker-dealers in the country. Through these varying roles, Caza has honed his skills, gaining extensive knowledge in wealth management and client care, making him an invaluable asset to his new practice.

Carta Wealth Planning Launch

The launch of Carta Wealth Planning marks an exciting shift in Caza's professional journey. He expresses enthusiasm about continuing his commitment to effective financial advisory services. "We’re excited to launch Carta Wealth Planning and continue delivering customized financial planning to individuals and families across Upstate New York and beyond," remarked Caza. He emphasizes his mission to help clients navigate through life's complexities while simultaneously pursuing their unique goals.

Furthermore, Caza is set to relocate the new office to downtown Syracuse. This decision is driven by a desire to be part of the ongoing renewal and revitalization efforts happening in the city, supporting not just clients but also the local community.

Support from Stratos Wealth Partners

Michael O'Brien, Managing Partner at Stratos Wealth Partners, also commented on Caza’s launch, highlighting Stratos’ dedication to nurturing experienced financial professionals. "Stratos is dedicated to supporting experienced financial professionals like Jeremy as they establish and grow their practices," said O'Brien. He noted that the robust resources and platform flexibility Stratos provides allow advisors like Caza to focus primarily on meeting their clients’ unique needs, ensuring high-quality service delivery.

Services Offered

Carta Wealth Planning aims to create tailored financial solutions that align with individual client goals. Some anticipated services include:

• - Comprehensive financial planning
• - Retirement planning
• - Investment management
• - Estate planning

By offering these services, Caza hopes to empower clients with the knowledge and tools necessary to make sound financial decisions that positively impact their lives and the lives of their loved ones.

Contact and Office Location

Clients looking for financial advice or tailored planning services can visit Carta Wealth Planning at 250 South Clinton Street, Syracuse, NY. The practice can easily be reached at 315-234-5157. For further details regarding their services, interested parties can check out their official website at www.cartawealthplanning.com.

Conclusion

The establishment of Carta Wealth Planning not only enhances the wealth management landscape in Upstate New York but also signifies a promising new chapter in Jeremy Caza’s career. With a firm commitment to personalized service and local community involvement, the practice is poised to make a lasting impact. As financial landscapes continue to evolve, firms like Carta Wealth Planning play a crucial role in guiding clients towards achieving their financial goals, all while fostering community growth and renewal.