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Why Vermont Wealth?

As as a local independent firm, we provide personalized, attentive retirement planning and financial coaching services.

A financial plan should provide peace of mind in the present, and confidence in the future. Tim Carney, Vermont Wealth & Retirement founder, provides personal, professional Certified Financial Planner™ and investment advisor services. Our clients tend to be New England-based, retirement-focused and affluent individuals, families and businesses. We use 26 years’ experience and a portfolio of powerful wealth management processes and financial services to help you achieve a sense of confidence throughout all stages of retirement planning.



Experienced Leadership
Trust: [truhst] –noun, reliance on the integrity, strength, ability, surety, etc., of a person or 
thing; confidence.

As a Certified Financial Planner™,  retirement coach, and member of the Financial Educators Network, Tim Carney and his trusted team of professionals apply more than two-and-a-half decades’ experience, and a portfolio of proven wealth management processes and financial services to help you live better now while you prudently prepare to fulfill tomorrow’s dreams.

Vermont Wealth & Retirement’s independence and product-agnostic positioning enables us to provide beneficial advice, tools and products for your specific financial needs, objectives and opportunities.

Discover the Vermont Wealth difference. For a no-obligation Retirement Review, simply email us or call 802.489.5310 today.