Carr Schwartz Butterfield, LLC provides legal and compliance services to a nationwide clientele. Our clients include:

• Registered representatives transitioning from a commissioned based to a fee based business model
  
  
• Registered Investment Advisory Firms and Individuals
  
  
• Financial Planning Firms and Individuals
  
  
• Certified Public Accountant Firms and Individuals

Representative Clients:

Western Pacific Investment Advisers, LLC

The Legacy Group, Ltd.

Rutherford Investment Management, LLC 

Harvest Capital Advisors, Inc. 

Evergreen Capital Management, Inc.