Carry

Carry is an innovative platform designed to help business owners and high-earning professionals grow their net worth through smart tax optimization. At Carry, we focus on providing an all-in-one solution that encompasses tax-advantaged accounts, diverse investments, and strategic financial planning. We understand the challenges faced by high-income individuals in navigating the complex landscape of finance and tax regulations. That’s why we equip our clients with a suite of tools tailored for their unique needs, such as Solo 401(k)s and cash balance plans, which are essential for maximizing tax deductions and retirement savings.

Our platform stands out by offering features such as no AUM (Assets Under Management) fees, allowing clients to invest in various asset classes without the burden of high fees that typically erode investment gains over time. We also provide customizable financial plans, using state-of-the-art technology combined with the expertise of Certified Financial Planners who are ready to assist clients at every step of their financial journey. Carry democratizes wealth-building strategies and innovative tax-saving techniques, making them accessible for solopreneurs, freelancers, and small business owners. Our goal is to make financial planning efficient, straightforward, and results-oriented for all our users.