• 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.

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  • Process-Driven

    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


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

Steve Jobs
How to Live a Steve Jobs Life—...

Published by Scott Ford

“If you don’t set priorities for yourself, life will live you, not the other way around.” No one put this better than Steve Jobs in his commencement speech at Stanford in 2005, after his diagnosis with the pancreatic cancer:

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Living in Retirement Whitepaper
Living in Retirement

Making the most of your years in retirement also requires a sense of financial well-being—the knowledge that you won’t outlive your assets or create a financial burden for children or other loved ones. In this guide, learn how to minimize risk factors, the three stages of spending and what you can do to reduce your financial stress and anxiety.

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Overcoming Emotional Investing Habits Video Thumbnail
Overcoming Emotional Investing Habits

Why do some investors underperform the market indices? What are some common habits you can follow to put the odds in your favor of having a better expected investment experience?

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Which of your adviser peers made the ...

The Invest in Others Charitable Foundation and InvestmentNews have recognized 15 advisers for their outstanding commitments to philanthropic giving and their work with charitable organizations around the globe. Read more

072715 Chart 1
Market Commentary
Weekly Market Commentary: July 27, 2015

Markets were walloped this week by a string of disappointing earnings releases, poor manufacturing data out of China and a clerical mistake at the Federal Reserve that leaked data showing internal forecast for slower domestic growth.

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Monthly Newsletter
Monthly Investment Review: June 2015

The month of June brought the second quarter and the first half of 2015 to a close, and so far this year has been a tale of two markets. The first quarter was marked with a rising dollar, a soaring Chinese stock market, GDP contraction in the U.S. and collapsing interest rates that sent yields on several European fixed income securities into negative territory. Read more

529 Plans Infographic
Understanding 529 Plans

Named after Section 529 of the Internal Revenue Code, 529 plans are investment accounts used to pay for a beneficiary’s college expenses and are usually opened many years before the beneficiary reaches college age. Check out this infographic for some interesting statistics about 529 Plans.

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    Blog post
  • Can I Retire?

    Published by Beth Schanou

    Our clients experience a variety of motivations to commence working with our team on the development of a financial plan.

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    Weekly Market Commentary
  • Weekly Market Commentary: July 20, 2015

    Equity markets rebounded this week as concerns over Greece were put to rest, the slide in Chinese equities reversed and earnings season kicked off with strong quarterly results. The S&P 500 jumped 2.4%. The Dow Jones Industrial Average rose almost 2%. And, the Nasdaq Composite soared to a new record high, rising 4.3% for the week. Read more