Merrill Lynch - S. Wesley Carpenter, CPWA®, CFP®, ChFC®, CEPA®

About Us

THE HARTY CARPENTER GROUP is a wealth management team with offices in Fairhope, Alabama, and Pensacola, Florida, serving retirees, business owners, professionals, executives, and families throughout the Eastern Shore, Gulf Coast, and across the United States. Through tailored financial planning, retirement income planning, investment management, wealth preservation strategies, and business transition planning, we help clients navigate life's most important financial decisions with clarity, confidence, and purpose.

Our team includes CFP® Professionals as well as advisors holding the CPWA®, ChFC®, CEPA®, CRPC™, and CPFA® designations. We work extensively with retirees and pre-retirees seeking retirement income planning, business owners preparing for a future sale or ownership transition, professionals with complex financial lives, and families focused on preserving wealth across generations.