Ametrine Wealth

Call Website

Ametrine Wealth Ametrine Wealth offers personalized wealth management services to help individuals and families take

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cm laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner PractitionerTM. Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

High income comes with hidden tax traps. 💥 Swipe to see 4 thresholds that can quietly raise your tax bill, and why the f...
10/23/2026

High income comes with hidden tax traps. 💥 Swipe to see 4 thresholds that can quietly raise your tax bill, and why the fix starts before you sell.

At Ametrine Wealth, we coordinate with your CPA so stock sales, vesting and income decisions work together.

10/19/2026

RSUs and stock options are not the same thing — and the difference could cost you six figures if you’re not paying attention. Speak with a financial advisor to make the most of your options!

🎧 Latest podcast episode, in case you missed it!We’re talking about saving for your children’s future beyond 529 plans.D...
10/16/2026

🎧 Latest podcast episode, in case you missed it!

We’re talking about saving for your children’s future beyond 529 plans.

Don’t get me wrong — I’m a big fan of 529s! But depending on your family’s financial picture, a bifurcated approach (using multiple savings vehicles) may make more sense.

From college savings to flexibility for other future expenses, there’s more than one way to plan for your kids’ financial future.

🎙️ Tune in to the latest episode of The HENRY to Wealthy Podcast to learn more!

Equity compensation is confusing — but there’s one type where doing nothing can genuinely cost you six figures. Swipe to...
10/15/2026

Equity compensation is confusing — but there’s one type where doing nothing can genuinely cost you six figures. Swipe to learn the difference between RSUs and stock options.

10/12/2026

Women frivolous spenders? A LendingTree study of 2,000 Americans says otherwise. 👀

Your 401(k) has a $24,500 limit. Your deferred comp plan? No limit. But before you defer your entire bonus, there are so...
10/08/2026

Your 401(k) has a $24,500 limit. Your deferred comp plan? No limit. But before you defer your entire bonus, there are some serious risks you need to understand first. Swipe to learn what deferred compensation is, who has access to it, and the pros and cons of enrolling.

This post is for educational purposes only and does not constitute financial advice. Please consult a qualified financial professional before making decisions about your deferred compensation plan.

Your 401(k) has a $23,500 limit. Your deferred comp plan? No limit. But before you defer your entire bonus, there are so...
10/08/2026

Your 401(k) has a $23,500 limit. Your deferred comp plan? No limit. But before you defer your entire bonus, there are some serious risks you need to understand first. Swipe to learn what deferred compensation is, who has access to it, and the pros and cons of enrolling.

This post is for educational purposes only and does not constitute financial advice. Please consult a qualified financial professional before making decisions about your deferred compensation plan

10/08/2026

Financial institutions make mistakes. More often than you'd think.

Here are a few from my own life:

1⃣ Years ago, I rolled an old 401(k) into IRAs. Most of it was Roth money; a smaller piece (my employer match) was pre-tax. The institution swapped the amounts on the checks. If I’d deposited them as written, a big chunk of money I’d already paid tax on would have landed in a traditional IRA, where it would be taxed again at withdrawal, along with decades of growth that should have come out tax-free.

2⃣ When my husband started a new job, HSA contributions came out of every paycheck… and went nowhere. It took multiple follow-ups with HR to get our money properly deposited into our account.

3⃣ Same employer: we enrolled him in the 401(k) and picked a contribution rate. Nothing was ever invested. No money lost, but several pay periods of contributions and employer match missed.

4⃣ Right now: I moved a substantial amount from our brokerage account to our donor-advised fund last Friday. It left one account. It hasn't arrived in the other. I'm on it daily, and I'm confident it'll be fixed, because I'm not letting it go.

None of these would have fixed themselves.

And I've caught many more like them for clients.

You're busy building a career and enjoying your life, as you should be. That's exactly why it helps to have someone in your corner who's watching the details, so small errors don't quietly turn into big losses.

Have you ever caught a mistake like this? I'd love to hear it below. 👇

10/08/2026

Your 4-year-old might go to a $30K state school.
Or a $100K private university.
Or trade school. Or start a business at 19.

You don't know yet. Neither do I with my own two daughters.

That's why a 529 is a great tool, but it shouldn't be the only one.

On the latest episode of HENRY to Wealthy, I walk through the other ways to save for your kids:

→ Custodial bank accounts (every kid should have one)
→ Custodial Roth IRAs, and why "paying your kid for chores" doesn't count as earned income
→ UTMAs, and the narrow way I still use them
→ Irrevocable trusts, and when they actually make sense
→ A taxable account in your own name, earmarked for your kids (my top pick for most families)
→ Gift tax basics, without the unnecessary filings

I also share how our family is approaching it.

One reminder before you hit play: saving for your kids is never a requirement. Your own financial security comes first.

🎧 Episode: Beyond the 529: Custodial Roths, UTMAs & Other Ways to Save for Your Kids' Future

https://podcasts.apple.com/us/podcast/beyond-the-529-custodial-roths-utmas-other-ways-to/id1866659086?i=1000791536967

10/05/2026

Decided it’s time to find a financial advisor? Here’s what actually matters when choosing one.

Are they a fiduciary? This means they’re legally required to act in your best interest — not just recommend something “suitable.” Real, meaningful difference.

How do they get paid? Fee-only means they’re compensated only by you — no commissions, no kickbacks. That’s different from fee-based, which can mix fees with commissions from products like loaded mutual funds or insurance. Ask directly: “How do you make money?” A good advisor answers clearly, no hesitation.

What are you actually paying for? Some advisors only manage investments. Others only do planning. Some do both — make sure you know which one you’re getting, and which one you actually need.

Then match the fee to the value: a fair price for real services, not an unclear price for a vague promise.

Choosing the right advisor doesn’t have to be complicated — you just need to know what to ask.

Disclaimer: This is my personal perspective and reflects my opinions and experience. It is for general informational purposes only and should not be considered personalized financial advice.

Address

Lake Orion
Orion, MI

Telephone

+12483680060

Website

Alerts

Be the first to know and let us send you an email when Ametrine Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category