— About Us
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.
— Our Philosophy
The Principles That Guide Every Recommendation
Independent Judgement
Our advice is never influenced by product quotas, proprietary investments, or outside agendas. Every recommendation begins with one question: "What best served 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.
Meet Our Team
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
President & CEO
Dillon Hall
Vice President
Brad Wetherby
Vice President
Dave Bulger
Vice President
Steven Fortunato
Vice President
Michael Taromina
Vice President
Mallorie Montesdeoca
Associate Vice President
Brett Morris
Associate Vice President
Alyssah Burns
Transaction Coordinator
Paige Milson
Transaction Coordinator
Kirsten Norman
Transaction Coordinator
A Practice Rooted in Community
Our work does not end at the office door. We support causes that strengthen the communities where our clients live and where we have built our lives — from financial literacy initiatives to local nonprofits. It is a small thing. It is also the right thing.
