A Legacy of Trust, A Future Built With Purpose
From Carter Financial Group to Point2 Capital Partners, our firm’s evolution reflects a consistent commitment to client success and personalized financial solutions.
Our Story
Our Story
At Point2 Capital Partners, we believe that wealth is more than just numbers—it’s about purpose, direction, and impact. With roots dating back to 1981 as Carter Financial, our firm has evolved through decades of experience, economic cycles, and industry transformations. Through it all, one thing has remained constant—our unwavering dedication to serving our clients with honesty, respect, and strategic financial guidance.
From our early days as an insurance and investments firm to the comprehensive wealth management company we are today, we have always believed in the power of personalized solutions. We take the time to truly understand your financial landscape, ensuring that every strategy we craft aligns with your unique needs and long-term goals.
Our Story
At Point2 Capital Partners, we believe that wealth is more than just numbers—it’s about purpose, direction, and impact. With roots dating back to 1981 as Carter Financial, our firm has evolved through decades of experience, economic cycles, and industry transformations. Through it all, one thing has remained constant—our unwavering dedication to serving our clients with honesty, respect, and strategic financial guidance.
From our early days as an insurance and investments firm to the comprehensive wealth management company we are today, we have always believed in the power of personalized solutions. We take the time to truly understand your financial landscape, ensuring that every strategy we craft aligns with your unique needs and long-term goals.
Our Core Values
Guiding Principles for Lasting Impact
Integrity
We uphold the highest standards of honesty and transparency, building trust through every interaction.
Client-Centricity
Your goals are our mission. We tailor our services to align with your unique needs and aspirations.
Innovation
Embracing cutting-edge tools and methodologies, we stay ahead to provide you with forward-thinking solutions.
Collaboration
We believe in the power of partnership—working closely with you to navigate the complexities of wealth management.
Our Core Values
Guiding Principles for Lasting Impact
Integrity
We uphold the highest standards of honesty and transparency, building trust through every interaction.
Client-Centricity
Your goals are our mission. We tailor our services to align with your unique needs and aspirations.
Innovation
Embracing cutting-edge tools and methodologies, we stay ahead to provide you with forward-thinking solutions.
Collaboration
We believe in the power of partnership—working closely with you to navigate the complexities of wealth management.
Our Core Values
Guiding Principles for Lasting Impact
Integrity
We uphold the highest standards of honesty and transparency, building trust through every interaction.
Client-Centricity
Your goals are our mission. We tailor our services to align with your unique needs and aspirations.
Innovation
Embracing cutting-edge tools and methodologies, we stay ahead to provide you with forward-thinking solutions.
Collaboration
We believe in the power of partnership—working closely with you to navigate the complexities of wealth management.
Our Three Pillars
People
Relationships are at the heart of our business. We take the time to truly understand you—your values, goals, and challenges—so we can
deliver personalized service and long-term trust.
Purpose
Every strategy we create is intentional. We guide clients with clarity and focus, aligning their financial decisions with what matters most in their lives.
Impact
We measure success by the lives we help shape. Whether it’s peace of mind, a secure legacy, or financial independence, our goal is to deliver outcomes that make a lasting difference.
Your Vision, Our Strategic Focus
Your Vision, Our Strategic Focus
At Point2 Capital Partners, we don’t just manage wealth—we build legacies. Whether you’re planning for retirement, scaling a business, or securing your family’s future, our personalized strategies ensure you’re always moving toward your goals. Let’s create a plan that works for you.
Let’s Shape Your Financial Future
Ready to turn your goals into reality? Partner with Point2 Capital Partners for personalized wealth strategies that work. Schedule your consultation today.
