Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance..

Carver Financial Services Named #2 Wealth Management Team in Ohio by Forbes for 2026

 

January 2026 — Carver Financial Services has been recognized by Forbes as one of the 2026 Best-In-State Wealth Management Teams, earning the #2 ranking in Ohio. This prestigious recognition highlights the firm’s commitment to delivering comprehensive, client-focused wealth management solutions and achieving outstanding results for individuals, families, and businesses across the state.

The Forbes Best-In-State Wealth Management Teams list identifies top advisory teams based on a rigorous evaluation process that considers factors such as best practices, client service models, assets under management, and team structure. Carver Financial Services’ #2 ranking underscores the firm’s dedication to fiduciary excellence, strategic planning, and long-term client relationships.

“This recognition from Forbes is a tremendous honor and a testament to the faith our clients place in us every day,” said Randy Carver, President and Founder of Carver Financial Services. “Our team is deeply committed to helping clients navigate complex financial decisions with clarity and confidence, and this ranking reflects the hard work and integrity of our entire organization.”

Carver Financial Services provides personalized wealth management, financial planning, investment management, and retirement strategies tailored to each client’s unique goals. The firm’s collaborative, team-based approach ensures clients benefit from diverse expertise and a disciplined, long-term perspective.

“This achievement motivates us to continue raising the bar,” Carver added. “We remain focused on delivering thoughtful advice, proactive guidance, and meaningful outcomes for the families and institutions we serve throughout Ohio.”

The Forbes 2026 Best-In-State Wealth Management Teams ranking further solidifies Carver Financial Services’ position as a leading wealth management firm in Ohio and a trusted partner for clients seeking comprehensive financial guidance.

About Carver Financial Services

Since 1990, Carver Financial Services has been helping clients around the corner and around the world enhance and maintain their standard of living while simplifying their lives. Our team works with clients to create wealth management solutions based upon their individual needs, goals and risk tolerance. We do not utilize model portfolios, packaged plans or proprietary investments. We utilize Personal Vision Planning® that offers solutions based on your personal goals and vision. Our vision is simply to make people’s lives better – our clients, our community, and our team. We seek to simplify your life while enhancing your lifestyle. As independent investment advisor representatives with nationally recognized expertise, we are well-positioned to serve you. For more information, visit carverfinancialservices.com

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

4.2.26 Why I Find You Irritating – Navigating Generational Friction

Are your friends, family, and colleagues in distinctly different age groups? Are you sometimes baffled or frustrated by their decisions and behaviors?  You are not alone! 

Our lives are filled with multiple generations, so you are likely to experience generational friction first­hand. Join organizational behavior expert Chris De Santis for a fun and informative evening presenting a fresh and provocative perspective on how we communicate across generations and traverse generational differences and similarities.

Chris De Santis is a world-leading organizational behavior practitioner, speaker, podcaster, and author, with over thirty-five years of experience working with clients in professional services firms both domestically and internationally. Over the past fifteen years, he has been invited to speak on generational issues in the workplace at hundreds of the leading U.S. law and accounting firms, as well as many of the major insurance and pharma companies. His new book is Why I Find You Irritating: Navigating Generational Friction at Work (Amplify Publishing, May 3, 2022) is a top-selling book on the topic of generational friction and communication.

Time:

Thursday, April 2nd, 2026

7:00 PM

Location:

Kirtland Country Club | 39438 Kirtland Rd, Willoughby, OH 44094

Reservations:

Space is limited. Reservations are required. Call our office at (440) 974-0808 or register online here.

The Power of the Fork

The Power of the Fork | Michelle Norris, Owner and Director of Corporate Wellness at Altitude Wellness, Michelle Norris, Pn, L1.

“The Power of the Fork” wellness seminar delves into the processed food industry and highlights the dangers associated with consuming heavily processed foods. It provides practical tips on how to navigate the grocery store, focusing on choosing healthier options and understanding food labels. The presentation emphasizes the importance of reading ingredients carefully to make informed choices. By offering actionable steps, it aims to help you implement healthier habits into your daily life for a happier and healthier future.

Michelle’s Recipes and Favorite Brands:

Recipes:

Trusted Brands:

Supplement Brands:

  • Thorne
  • Metagenics
  • Pure Encapsulations
  • Designs for Health
  • Standard Process

Protein Powders:

  • Earth Fed Muscle
  • Sunwarrior (vegan)
  • Ancient Nutrition
  • Orgain

Protein Drinks:

  • OWYN
  • Kate Farms
  • Orgain

Grocery Store Cheat Sheet

Contact Michelle:

michelle@altitude-wellness.com | 704-728-1628 | instagram | @altitudewellness1

 

2.13.26 – Galentine’s Ladies Night Out

You’re invited to a fun, ladies-only evening of connection, light appetizers, drinks, and a lively dance lesson led by Lisa from Your Next Move Dance Studio.

 

About the Event

You’re invited to an evening dedicated to fun, friendship, and movement! Join us for a lively night out where you can unwind, connect, enjoy light appetizers and drinks, and learn a few dance steps along the way.

We’ll begin with a relaxing cocktail hour, followed by an energizing dance lesson led by Lisa from Your Next Move Dance Studio.

This ladies-only event is the perfect way to celebrate the season with laughter, rhythm, and great company.

Event Schedule

6:00 PM – Cocktail Hour & Light Appetizers
7:00 PM – Dance Lesson

When: Friday, February 13, 2026 | 6:00 – 8:00 PM

Where: 34900 Lakeshore Blvd., Suite 207 | Eastlake, OH 44095

Cost: Free to Carver Clients

Space is limited to 40 guests—reserve your spot today!

Get your Tickets Here

Carver Financial Services named to America’s Top Wealth Management Teams – High Net Worth for 2025

 

November, 2025 – Carver Financial Services was named to Forbes’ 2025  “America’s Top Wealth Management Teams – High Net Worth” list, ranking #100 in America. This is the first time that Carver Financial Services has ranked on this prestigious list.

Forbes’ Top Wealth Management Teams list is highly regarded, recognizing teams who have demonstrated excellence in managing the financial affairs of high-net-worth clients. This prestigious accolade underscores Carver Financials’ continued commitment to delivering sophisticated, tailored wealth-management strategies grounded in integrity, trust, and client-first principles.

“For us, success isn’t measured by rankings or accolades — it’s measured by the trust and confidence our clients place in us every day,” said Randy Carver, President and Founder of Carver Financial Services. “This recognition by Forbes is a reflection of our incredible team and the clients who inspire us to keep raising the bar.”

For clients and prospective clients, this recognition serves as an additional indicator that Carver Financial adheres to a high standard of professionalism, client-centered service and comprehensive planning. From wealth transfer and legacy design to retirement income strategies and philanthropic visioning, Carver Financial continues to expand its capabilities in alignment with clients’ evolving needs.

The team at Carver Financial Services is deeply grateful to our clients, partners, and community for their continued support. Together, we look forward to building on this momentum and continuing our mission to help people simplify their lives and achieve their dreams.

Forbes’ “America’s Top Wealth Management Teams – High Net Worth” list is developed by SHOOK Research through a proprietary algorithm that includes an evaluation of both quantitative and qualitative criteria such as assets under management, revenue trends, client retention, compliance records and best practices in team structure. Portfolio performance is not a criterion due to varying client objectives and the lack of audited data. 

The 2025 Forbes ranking of America’s Top 100 Wealth Management Teams High Net Worth, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 11/12/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 12,001 team nominations, 100 advisor teams received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC.

Please see https://www.forbes.com/lists/top-wealth-management-teams-high-net-worth/ for more info.

Government Shutdown Impact: What Happens Next

Randy Carver discusses the challenges facing consumers and investors as the U.S. government shutdown continues. He says ultimately the economic impact is transitory and temporary, as ripple effects have begun to be felt by pockets of the economy. Randy compares past shutdown behavior and how it applies to the modern day. Later, he discusses the role the Federal Reserve has to play, seeing more rate cuts on the horizon.

Any opinions are those of Randy Carver and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Past performance is not a guarantee of future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.