Carly Augeri

Director Of Strategy And Client Experience

Carly brings over twelve years of marketing and brand development experience across various industries to Wealth Matters Consulting. Her expertise includes marketing strategy, brand strategy and development, corporate communications, digital marketing, and website design.

Prior to joining Wealth Matters Consulting, Carly was Marketing Manager at Ballentine Partners, an independent multi-family office. In her role, she led high-impact projects and strategic initiatives for the firm, which significantly contributed to the growth of the brand.

Carly is a Florida native, currently residing in West Palm Beach with her dog Ralph. She is an avid traveler and is always planning her next adventure. She has served on the Board of Impact the Palm Beaches, a women’s giving circle benefitting charities across Palm Beach County, since 2019.

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