A Firm Built on Expertise and Care
We believe investors deserve informed and objective advice. That’s why we begin by listening, asking thoughtful questions, understanding your priorities, and delivering recommendations tailored to your unique financial situation and long-term goals.
The Case for a Different Kind of Firm
After decades in our industry, Ben Carmona recognized a pattern: investors were too often handed off-the-shelf solutions that served the firm first and the client second. Carmona Wealth was built to invert that relationship.
We are independent. We do not sell proprietary products. We are not paid to push a particular sponsor or strategy. What we offer instead is expert advice, earned through experience, refined by curiosity, and offered without conflict.
Independent Judgment
Our advice is never influenced by product quotas, proprietary investments, or outside agendas. Every recommendation begins with one question: “What best serves our client?”
Tax-Aware by Design
Taxes are often the largest expense investors will ever incur. We integrate tax efficiency into every strategy — from 1031 Exchanges and DSTs to charitable planning, Opportunity Zones, and long-term wealth transfer.
Discipline Over Emotion
Markets change. Headlines change. Sound investment principles do not. We favor thoughtful, durable strategies over speculation, helping clients preserve wealth through market cycles rather than chasing temporary trends.
Experienced Advisors. Quiet Excellence.
Our team brings together more than a century of combined experience across real estate, capital markets, tax strategy, and estate planning. We are smaller than the firms we came from — and that is by design. It allows us to know each client personally and to be reachable when it counts.
Ben Carmona
Lauren Ansolabehere
Dillon Hall
Brad Wetherby
Dave Bulger
Steven Fortunato
Michael Taromina
Mallorie Montesdeoca
Brett Morris
Chris Saavedra
Alyssah Burns
Paige Milson
Kirsten Norman
Enjoy What You’ve Built
You have spent years building your wealth. The next chapter should be about enjoying it with confidence. Whether your goal is dependable income, preserving family wealth, reducing taxes, or creating a lasting legacy — we’re ready when you are.