Transform Wealth

Craig E. Carnick

Transform Wealth was built on the foundation of serving as fiduciaries to our clients in everything we do. Clearly, this is not a traditional, nor universal approach in the financial services industry. Transform Wealth provides a comprehensive range of fee-only financial planning and investment advisory services for every stage of life. The mission of our company is to help clients understand and successfully manage their financial lives.

Our approach ensures that clients receive advice that’s in alignment with their best interests and fully transparent as far as costs and fees. We deliver individually-tailored solutions to our clients within the context of the highest fiduciary standards. We stand ready to answer your questions and provide impartial, independent and client-centric advice.

About Craig E. Carnick CFP®

Craig E. Carnick, CFP®, Chairman Emeritus and Managing Director, has been providing sound financial counsel for over three decades. Craig received his CERTIFIED FINANCIAL PLANNER™ designation in 1982 and participated in many of the foundational developments of the financial planning profession. Over the decades, one of Craig’s goals has been the long-time advocacy for all investment professionals to universally adopt the fiduciary standard. Craig’s acumen has been evidenced by published comments in Money, Worth, The Wall Street Journal, Black Entrepreneur, Physicians’ News, USA Today, Financial Planning and Barron’s. Craig has also appeared on numerous radio and television presentations addressing financial issues.

In a world where the term “financial planning” has become intentionally blurred by those organizations who are really in the business of selling financial products… and only use the term “financial planning” to disarm the unwary client… Craig has focused on comprehensive planning for 35 years. This is the long-term process of working with clients over the broad range of personal, financial, business, family, and community issues. In the process, the financial planner becomes the client’s personal CFO (Chief Financial Officer). Craig’s long dedication to the National Association of Personal Financial Advisors (NAPFA) further demonstrates his commitment to the highest standards.

Craig is married to his high school sweetheart, Judy. In addition to sharing a love of horses with Judy, Craig is a jazz aficionado (especially Johnny Hodges), a skilled photographer and an experienced PADI dive master who wishes he could spend far more time in the warm waters of the southern latitudes. Craig’s car license plate reads “1K DVR”.

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