Prepared today, Protected tomorrow. At Carrick Consult, preparedness isn’t just a principle - it’s a practice. Much like emergency readiness, we help you plan for life’s most critical transitions: death, taxes, wealth transfer, and business succession. Life is unpredictable, but your legacy doesn’t have to be. The Consult team of specialists is ready to guide you in planning for the future with clarity, compassion, and confidence. Our approach ensures that when life changes, your wealth, family, and business remain protected.

Carrick Consult

Leslie Swart

This department focuses on managing and overseeing fiduciary responsibilities and services.

Carrick Consult

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Fiduciary Services

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Carrick Consult

Org chart

Teams

Fiduciary Services

Offices

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