Wealth Management & Advisory

Your financial
future, crafted
with precision.

Willmont Financial delivers personalized wealth strategies built around your goals — from retirement planning to estate preservation and investment management.

Schedule a Consultation Our Services
$2.4B
Assets Under Management
30+
Years of Experience
98%
Client Retention Rate
FINRA Member
SEC Registered
CFP® Certified Advisors
Fee-Only Fiduciary
BBB Accredited
What We Offer

Comprehensive
financial services

We take a holistic view of your financial life, integrating every dimension of wealth to help you move forward with clarity and confidence.

Investment Management

Disciplined, evidence-based portfolio construction tailored to your risk tolerance, time horizon, and long-term objectives.

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Retirement Planning

Strategic planning across all stages of your career and retirement — from accumulation and IRA optimization to income distribution strategies.

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Estate Planning

Protect and transfer your wealth efficiently with coordinated strategies including trusts, gifting programs, and charitable planning.

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Risk Management

A thorough review of your insurance and risk landscape — life, disability, long-term care — to ensure comprehensive coverage aligned with your plan.

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Tax Strategy

Year-round tax-efficient planning — Roth conversions, tax-loss harvesting, and charitable gifting — to minimize your lifetime tax burden.

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Business Planning

Tailored guidance for business owners — succession planning, exit strategies, key person insurance, and qualified plan design.

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Carenna Willmont, Founder & Chief Financial Officer
Carenna Willmont
Founder & Chief Financial Officer
20+ Years Experience
Our Philosophy

Advice grounded
in your values

At Willmont Financial, we believe wealth is a means to an end — not an end in itself. Carenna Willmont partners with founders and CEOs to bring clarity, confidence, and calm to their finances, aligning strategy, numbers, and personal purpose to support profitable growth and lasting wealth.

With more than 20 years of experience, Carenna specializes in working with women business owners — providing CFO-level financial clarity that connects a company's finances with its founder's purpose, so growth feels grounded, confident, and sustainable.

Fiduciary
Your interests always come first, legally and ethically.
Transparent
Fee-only structure. No commissions, no surprises.
Long-Term
We build relationships that span generations.
Client Stories

What our clients
are saying

4 reviews
“

I was first connected to Carenna in September 2021 when I was looking for someone to help me with revenue planning and budgeting for my business. Carenna listens and asks a lot of questions – but never makes me feel judged for my decisions and methods of doing things, nor for the path I've envisioned for myself and business moving forward. She understands my desire to find a balance between happiness, passion, and money – doing what I love yet also enjoying the fruits of my hard work – and making sound financial decisions to reach my professional and personal goals.

More importantly, she encourages me to make conscious decisions from my inner space, to trust my own intuition. When it comes to money, you rarely meet people who apply this type of meditative practice and it's something I've been doing on my own for many years. So, to find someone of her expertise and professional caliber who also takes a similar approach to work and life is kismet. If you want to feel empowered and supported in creating a sustainable business, then you will find no better partner than Carenna.

MK
Michele Kumar
CEO
“

Willmont Financial is a great company that brings real humanity to the financial details we all have to deal with. Carenna brought real care and solid experience to ensure that we had a great result for our business and the process was very pleasant for all of us.

DM
Dan Mapes
CEO
“

Working with Carenna gave me peace of mind because we created a plan for income, spending and saving. I now feel in control of my money. Profitability and planning are her specialties which nearly vanished my stress and worry. If you want to be on solid ground, work with Carenna. She is sharp and does not miss a detail!

MB
Marni Battista
CEO
“

I hired Carenna as a financial consultant for budgeting and financial forecasting. I was very impressed with her thoughtful and methodical approach to gleaning information from the data. She delivered some very interesting and impressive results which I didn't expect and helped my business considerably. I wholeheartedly recommend Carenna for any financial position and am very confident she will be a valuable contributor to your team.

LK
Laura Yntema Kirk
COO
Start the Conversation

Ready for more clarity and confidence?

Schedule a complimentary call with Carenna Willmont to discuss your business, your goals, and whether we're the right fit. You don't need to prepare financial documents — just bring your vision.

Schedule via Calendly or reach us directly carenna@willmontfinancial.com 415.841.3289 Serving clients globally via Zoom