# Carico Private Wealth

- **Website:** <https://caricoprivatewealth.com>
- **Primary alias:** `caricoprivatewealth.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idrYGqqAhy/w/1600/h/373/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791315642876)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Copper | #b4883a | accent |
| Blumine | #195766 | dark |
| Shakespeare | #62b0d9 | light |

## Fonts

- var(--font-sans) — asset _(custom)_
- var(--font-sans) — asset _(custom)_

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_Source: <https://brandfetch.com/caricoprivatewealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._