"The best time to plant a tree was 20 years ago, the second best time is now."
"The best time to plant a tree was 20 years ago, the second best time is now."
"The best time to plant a tree was 20 years ago, the second best time is now."
"The best time to plant a tree was 20 years ago, the second best time is now."
Whether you need advice on managing wealth accumulated through your business, are seeking to make the most of your compensation, or are looking ahead to retirement, we’ll create a comprehensive strategy for you.
Manage your family’s wealth with a multi-generational approach. We’ll help provide the tools you need to undertake effective succession planning and to start those conversations with your children.
You’ll have access to a professional who will help build a portfolio specific to your needs. Together, we’ll optimize your wealth plan to be more tax efficient, leaving you feeling more confident about your future.
Raony Carvalho (Ray), CEO & Founder of Carvalho Investment Group, started a wealth management company to improve the lives of families and professionals. As a former financial advisor for Merrill Lynch, he earned the trust of clients through years of successful management. He takes the time to learn what is important to each individual and to their loved ones, and uses that information to tailor an investment strategy that best fits their needs to achieve their financial goals. Whether the team is maintaining a client's current assets or obtaining additional assets as desired, the focus at Carvalho Investment Group is on building successful portfolios that mitigate risk.
As a Brazilian native, Ray is fluent in Portuguese, English and Spanish. He graduated from Texas Tech University with Dean's List honors and ranks among the most decorated athletes in the program's athletic history. His experience as a high performance collegiate and professional athlete have taught him that discipline, hard work and the ability to perform well under pressure are necessary traits to success - and are the foundations for which he built his company.
Carvalho Investment Group is headquartered in Austin, TX and works with clients anywhere in the United States.
Carvalho Investment Group is a wealth management firm that delivers leadership and knowledge. Have questions about investments, taxes, retirement, and/or estate planning? We would be glad to help.
We start by clarifying our fee structure and explaining how we can help. We analyze your goals, compare them to your current portfolio and recommend an investment strategy designed to meet your risk tolerance.
Carvalho Investment Group has a commitment to ethics and integrity. We are fully licensed and credentialed - you can count on unbiased recommendations and impartial guidance.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a strategy to achieve them.
Monday - Friday: 8am - 5pm CST
Saturday - Sunday: By Appointment
Carvalho Investment Group, LLC Copyright © 2021 is a Texas registered investment adviser under the Investment Advisers Act of 1940 and uses Interactive Brokers for Carvalho Investment Group Financial accounts. Interactive Brokers LLC is a member NYSE-FINRA-SIPC and is regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission. Interactive Brokers is a member of the Securities Investor Protection Corporation (SIPC), which provides funds to meet claims up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, please contact SIPC at (202) 371‐8300 or visit www.sipc.org. By using this website, you accept our Terms of Use and Privacy Policy.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.