• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Top Ranked in the U.S.

    Your Carson Wealth team is honored to be one of two independent firms inducted into Barron's inaugural Hall of Fame.

    See all accolades
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn More

Risk Management

Our team of experts will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more

Tax Planning

Our professional tax team of CPAs reviews your recent tax returns to identify potential savings. Learn more

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Wealth Planning

Our team of experts will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more

Estate Planning

Our estate planning team is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Learn more

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Personalized Wealth Management

Carson Wealth’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We offer a comprehensive suite of investment management and wealth planning solutions, serving affluent families, business owners, executives and institutions.

Contact one of our wealth advisors to request a complimentary consultation.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Omaha, Nebraska, Carson Wealth has office locations and advisors across the country. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Carson Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Blog
Holiday Brunch & Auction

Published By Lauren Goranson, Client & Team Services Specialist

The holidays are right around the corner which means Carson Wealth is gearing up for our Holiday Brunch and Auction! The annual event is scheduled for Friday, December 16th from 7-10a.m. at the Omaha Country Club. Featuring beautiful holiday music and a delicious breakfast buffet, clients will enjoy many great items to bid on this year. All of the proceeds benefit The Dreamweaver Foundation, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illnesses. Read more

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Market Commentary
Weekly Market Commentary November 28, 2016

Equity investors across the world enjoyed positive returns last week. The Dow Jones Industrial Average, the S&P 500 and the NASDAQ Composite were all up between 1.44% and 1.51%. Asian equities were mixed with China’s Shanghai Composite up 1.81% and Japan’s Nikkei 225 Average flat for the week. European equities, however, posted a solid five trading days with the MSCI Europe Index up 1.28%. Read more

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Video
Why we’re on the eve of ...

With the industry in flux from a variety of factors, financial advisers stand in the middle of a busy intersection. Ron Carson, founder and CEO of Carson Wealth Management, shows you how dangerous things could get. Read more

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Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

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News
There are four market risks bigger than ...

Investors may be focused on the election and the possibility of a Federal Reserve interest rate hike, but there are bigger risks to the market, financial advisor Ron Carson told CNBC on Thursday.

Specifically, he believes there are four major disruptors investors need to be prepared for, the biggest concern being emerging technology’s impact on industries. Read more

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Monthly Newsletter
Monthly Investment Review: October 2016

US investors suffered the brunt of the selling in October with all three domestic benchmarks ending the month solidly in the red. The Dow Jones Industrial Average, S&P 500 and the NASDAQ Composite were down 0.91%, 1.94% and 2.31%, respectively. European equities didn’t fare much better. The MSCI Europe Index was down just under 3.40% for October. Asian equities; however, were the clear outperformers with Japan’s Nikkei 225 up 2.08% and China’s Shanghai Composite up 1.65%. Read more

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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

Download Whitepaper

    Blog post
  • Conviction: A Portfolio Manager’s Secret Weapon

    Published by Rob Furlong, Co-Portfolio Manager, and the Carson Institutional Alliance Investment Committee

    Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students. Read more

    Weekly Market Commentary
  • Weekly Market Commentary November 21, 2016

    Investors in the U.S. were clearly in a risk-on mood as all three major benchmarks were positive for the week. The S&P 500 was up 0.81% for the week while the NASDAQ Composite, the outperformer, was up 1.61%. Alternatively, the Dow Jones Industrial Average was up just 0.11%. International markets, however, didn’t fare as well. Read more