Carson Wealth Management Group, founded by Ron Carson in 1983, is one of the largest wealth advisory firms in the country advising on over $3 billion. Through its companies, Carson Wealth Management Group offers a range of services to high net worth investors and financial advisors serving the affluent marketplace.
Based in Omaha, NE, Carson Wealth Management Group’s mission is to inspire our clients, both investors and financial advisors, to achieve True Wealth through education, communication, and service which exceed their expectations.
CWM, LLC is a Registered Investment Advisor that provides investment management to affluent investors directly through Carson Wealth and through a select group of partner financial advisors leveraging the Carson Institutional Advisory platform. Beyond investment management, Carson Institutional Advisory provides financial advisors with operational efficiencies that can reduce overall investment costs and offers access to comprehensive wealth planning as well as marketing and sales support.
Through the Peak Advisor Alliance, Carson Wealth Management Group provides expert financial advisor coaching, timely content and a friendly community to help financial advisors reach their peak of business and life success. Known as the "Advisor's Advisor," Peak Advisor Alliance is the country's largest financial advisor coaching and practice management company.