Carosa Stanton Asset Management

Carosa Stanton Asset Management, LLC is a Registered Investment Adviser based in the serene landscapes of Western New York. Since our inception in 1996, we have been dedicated to providing exclusive, private, and independent investment counsel to individuals, trustees, and retirement plan fiduciaries. Our firm, located in the quaint hamlet of Mendon, New York, continues to be a trailblazer in utilizing techniques derived from behavioral economics to help minimize downside risk and reduce fiduciary liability. With our extensive experience, we offer the Next Generation in Investment Management.

Our Mission and Services

At Carosa Stanton Asset Management, we believe in building wealth and providing financial security for our clients as they navigate through life's stages. Our comprehensive services cater to various milestones, whether you are starting your career, preparing for retirement, or enjoying your golden years. Our services include:

• Building Wealth: As you progress in your career, we help you develop a mature and focused approach to wealth accumulation. We guide you in growing past fleeting trends and setting solid foundations for achieving your lifetime goals.

• Preparing for Retirement: As retirement approaches, we understand that financial strategies need to evolve. Our tailored approaches ensure that your investments align with your retirement objectives, offering you the peace of mind to enjoy this new chapter in your life.

• The Golden Years: After decades of hard work, you deserve to reap the rewards of a successful career. Our expertise lies in aligning your portfolio with your lifestyle goals, ensuring that your spending is both comfortable and wise.

Our Unique Process

Our signature process is designed to help you achieve your lifetime dreams through a series of structured steps:

• Your Personal Creed: We begin by defining your core values and beliefs, creating a strong foundation for your financial journey.

• Find Your Purpose: Together, we uncover your sense of purpose, shaping your investments around your deepest beliefs and aspirations.

• Discover Your Dreams: We then work with you to imagine and plan your ideal life, empowering you to take the necessary steps to achieve it.

• Your Success Gap: We identify interim goals and develop a plan to bridge the gap between where you are and where you want to be.

• Your Critical Path: With each milestone clearly defined, we help you stay on track, ensuring that your financial strategy remains aligned with your evolving life.

• The Investment Process: Leveraging behavioral economics, we reduce downside risk and manage your investments proactively, giving you the best chance of success.

What Sets Us Apart

At Carosa Stanton Asset Management, we pride ourselves on our ability to combine the leading-edge techniques of behavioral economics with the personal attention offered by traditional bank trust officers. Our boutique firm offers the perfect blend of innovation and customization, ensuring that you receive unparalleled service and expertise.

Why Choose Carosa Stanton Asset Management?

When you partner with Carosa Stanton Asset Management, you benefit from our decades of experience in the investment industry. We offer the Next Generation in Investment Management, focusing on long-term wealth creation and financial security. We invite you to discover the difference that our customized, personal approach can make in your financial journey.