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Wealth Management

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Wealth and Investment Management Strategies

Affluence comes with its own set of needs and challenges. Community Investment & Retirement Services provides private wealth management services to help high-net-worth individuals develop effective wealth and investment management strategies.

Our wealth management advisors work in conjunction with clients’ CPAs and lawyers to provide comprehensive wealth management services. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals, we can help develop a tailor-made plan for you and your family.

Community Investment & Retirement Services provides a wide range of services that can help affluent and high-net-worth individuals grow and preserve their wealth so they can pass it on to their family and heirs in the most tax-efficient manner.

Comprehensive Wealth Management Services

For more than two decades, the wealth management consultants at Community Investment & Retirement Services have helped affluent families in the Massachusetts area grow and preserve their wealth with services that include:

  • IRA Legacy Planning
  • Long-Term Care Policies
  • Asset Preservation Strategies
  • Estate Planning
  • Tax-Saving Strategies

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Community Investment & Retirement Services is a full-service financial firm dedicated to helping those in the Massachusetts area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Community Financial & Retirement Services. and our editorial staff.

Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business.

Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Community Financial & Retirement Services and Sound Income Strategies LLC are not associated entities.

© 2023 Sound Income Strategies

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142 Main St. Leominster, MA 01453

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Copyright © 2024 Community Investment & Retirement Services. All Rights Reserved.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Community Investment & Retirement Services and Sound Income Strategies, LLC are not associated entities. Community Investment & Retirement Services is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

A franchise of The Retirement Income Store.

Learn More About Mandee

In preparation for her continuing the family business and taking over full time once Dee retires, Mandee Carter, the Vice President and Associate Advisor of the Carter Financial Group, has been working alongside her father running the day-to-day business and learning the ropes, so to speak, since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the Financial Industry in 2010 when she started helping in the office. After acquiring her degree, she came on full-time in March 2017 as Dee’s business partner and Main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021, she was named an Elite Producer with American Equity amongst other accolades.

In Mandee’s spare time, she likes to go to the gym, spend time with her boyfriend, friends and family. She is an animal lover and rescuer. She has 2 German Shepherds that she rescued from the shelter 6 years ago. She still enjoys almost all things Psychology related and is constantly researching something. She enjoys meeting new client prospects and likes speaking with her current clients. She loves helping people.