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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2021
- Office Locations
- 1
Office Locations
About Caregen Wealth Management
CareGen Wealth Management is a boutique RIA founded by former Goldman Sachs PFM VP Carolyn Masline (CFP®, CDFA®, ABFP®). The firm partners primarily with women through life transitions, combining investment management with detailed financial planning and coordination across clients’ other professionals. Portfolios emphasize asset allocation and risk management using public funds, ETFs and fixed income/munis, with custody at Schwab and Goldman Sachs.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CAROLYN ANN MASLINE
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #5166131
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,926,074 | -- |
| Non-Discretionary | $0 | -- |
| Total | $109,926,074 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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