Carico Private Wealth
@caricoprivatewealth.com
Concierge wealth management for retirees and soon-to-be retirees in the Bay Area—side by side guidance to help you adapt while maintaining your lifestyle.
Carico Private Wealth's Company Logos
Carico Private Wealth's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#B4883A
Copper
180, 136, 58
38, 51, 47
0, 24, 68, 29
#195766
Blumine
25, 87, 102
192, 61, 25
75, 15, 0, 60
#62B0D9
Shakespeare
98, 176, 217
201, 61, 62
55, 19, 0, 15
About Carico Private Wealth
Carico Private Wealth Management is a California-registered investment advisory firm serving retirees and people approaching retirement, with a focus on clients in the Bay Area. Founded and led by Renata Carico, CFP®, BFA™, the firm provides personalized, concierge-style guidance to help clients navigate financial and lifestyle decisions as they enter retirement. Its planning services address retirement income and cost of living, tax-aware withdrawals, Medicare choices, long-term care implementation, estate planning follow-through, support for surviving spouses, and ongoing stewardship of inheritances.
The firm also uses tools such as a values exercise to help shape plans around clients’ priorities, families, and desired lifestyles. Educational resources include a retirement spending calculator and a tool for comparing potential taxes on investment property sales and 1031 exchanges. Carico Private Wealth Management describes its compensation as fee-only and transparent, rather than commission-based.
The firm invites prospective clients to schedule an introductory conversation about retirement, lifestyle, and their next chapter
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Finance
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