Matthew R Carothers

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Have questions? I can help you identify your financial needs and provide appropriate solutions.

Email Matthew R Carothers

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Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Charitable Giving
    A charitable giving program benefits both donors and charities. Donors gain tax advantages and the satisfaction of knowing that their act of generosity will have a significant impact. Let me work with you to quantify what portion of your assets is available for charitable causes after taking into account your needs and your family's needs.

Before you agree to receive financial planning services, please see complete information and disclosures in The Disclosure Brochure and review the terms of the Northwestern Mutual Wealth Management Company Planning Engagement Agreement. These may be obtained from your Wealth Management Advisor.