Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance

Awards & recognition

  • Paul C Carbetta, AdvisorHub Advisors to Watch (under $1Bil), 2024
  • Paul C Carbetta, Barron's Top 100 Independent Financial Advisors, 2016-2018,2022
  • Paul C Carbetta, Barron's Top 1,200 Financial Advisors, 2016-2024
  • Paul C Carbetta, Barron's Top 1,500 Financial Advisors, 2026
  • Comprehensive Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2024-2026
  • John Kenneth Natale, Forbes Best-in-State Next-Generation Wealth Advisors, 2025
  • Paul C Carbetta, Forbes Best-in-State Wealth Advisors, 2018-2024, 2026
  • Paul C Carbetta, Ameriprise Circle of Success Hall of Fame, 2021
  • Paul C Carbetta, Ameriprise Circle of Success Chairman's Advisory Council, 2011-2024
  • Comprehensive Wealth Partners, Ameriprise Client Experience Award, 2024-2025

Community participation

Ameriprise Financial - National Day of Service at Mid-Ohio Foodbank

Friendly House, Mansfield, Ohio

Mastiffs to Mutts Rescue Inc.

Henry Solomon Lehr Society, Ohio Northern