Independent Wealth Protection Brokerage
What you’ve built deserves a strategy for what comes next.
Edward Carlisle & Co. helps business owners, executives and families protect what they’ve built, turn it into income, and pass it on with intention.
- 9States licensed
- 20+Years in financial services
- IndependentNot captive to any one carrier
- CoordinatedWith your CPA and attorney
Who We Serve
Planning built around how you earn and what you own.
Business Owners & Partners
Continuity, succession and exit.
Commercial Property Owners
Liquidity and co-owner planning.
Executives & Professionals
Income and benefits for high earners.
Individuals & Families
Retirement income and legacy.
Athletes & Entertainers
Short careers, lasting plans.
Companies & Organizations
Key people and leadership.
Our Expertise
Four pillars. One coordinated plan.
Protection
Coverage that works while you’re living, and protects the people who depend on you.
02Continuity
A funded plan so the business keeps running and every family is treated fairly.
03Income
Turn business equity and retirement savings into income designed to last for life.
04Legacy
Liquidity for estate costs and a clear transfer to the next generation.
The Carlisle Method
Every engagement follows the same disciplined process.
Discover
Your goals, your people, and how you see the future.
Design
A written recommendation showing the gaps and the options.
Implement
We coordinate carriers, underwriting and your advisors’ documents.
Review
Annually, and whenever your life or business changes.
Insights
Perspective for owners and families.
Business Owners
Connelly v. United States: what owners with partners should know
Why older ownership agreements deserve a fresh review.
ReadContinuity
Your agreement says what happens. Who pays for it?
How to tell whether your ownership agreement is actually funded.
ReadIncome
Needs first: building an income floor before you sell
Separate the income you need from the income you want.
ReadBegin the Conversation
Protecting what you’ve built, for generations.
A private, 20-minute conversation.