Marbot Wealth
Your journey, our expertise.
You’ve worked hard, now it’s time for us to work hard for you.
Feel great about your money.
We are committed to empowering your financial journey with confidence and clarity. We want you to have confidence in your financial plan
Meet the team.
Carlos Marbot
Founder | Financial Advisor
We founded Marbot Wealth Partners in 2023 because it was time for a change. Not just for me but for my clients and how we am able to serve them. As an independent Registered Investment Advisor, we are able to put clients first, deliver exceptional, high-touch service, and eliminate some of the conflicts present in our industry.
Chelsi Marbot
Chief Marketing Officer
As the CMO for Marbot Wealth Partners, I’m able to combine my passion for marketing with our mission of improving the financial lives of our clients through exceptional financial planning, advice, and investment management.
How we serve.
Financial Planning
Our approach is holistic, combining cutting-edge financial strategies with timeless wisdom to navigate the complexities of wealth management. From cash flow planning in retirement to investment portfolio optimization, estate planning, and beyond, we provide a comprehensive suite of services designed to meet your unique needs.
Investment Management
Our investment portfolios are carefully designed to help retirement investors reduce risk, improve returns, and create a reliable income stream. We utilize low-cost investments such as ETFs and index mutual funds, as well as, actively managed portfolios of individual stocks when appropriate.
Simpsonville, South Carolina
connect with us
Empowering your financial future, honoring your life's journey.
Marbot Wealth Partners [“MWP” and “Marbot Wealth”] is the marketing name for Care Wealth Management, LLC and is a registered investment advisor offering advisory services in the States of South Carolina and Alabama, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Marbot Wealth Partners, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. MWP does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Care Wealth Management, LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if MWP or a MWP authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Copyright © 2024 Care Wealth Management, LLC. All Rights Reserved. Unauthorized use or reproduction of any material on this site is prohibited.