Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

FORBES TOP-RANKED TEAM

America's Fastest Growing Private Company
Investment News Icons and Innovators

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Carson Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Carson Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

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 professionals 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

Financial Planning

Our team of professionals 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

Personalized Investment 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 financial planning solutions, serving affluent families, business owners, executives and institutions.

Contact one of our financial 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.

Read more

Carson Group Partners

Carson Group 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.

Read more

Our Locations

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

Read more

Insights

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

Blog
The Benefits of a Company Concierge

Published by Katie Sautter

Every day is a new adventure in the life of Carson Wealth Management Group’s Company Concierge! I manage all incoming errand requests for our stakeholders – they just have to fill out a form online. Coffee runs to Starbucks, lunch runs to local eateries, department store pickups and dry cleaning drop-offs are just some of the weekly personal tasks I assist with.

Read more

Market Commentary
Weekly Market Commentary April 23, 2018

Stocks moved higher last week as gains in the energy, industrial, and financial sectors overcame weakness in tobacco and technology stocks. The S&P 500 rose 0.5%, and the global MSCI ACWI climbed 0.4%. The Bloomberg BarCap Aggregate Bond Index dropped 0.6% on inflation and interest rate concerns.

Read more

Video
2018 2nd Quarter Market Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

Read more

Monthly Newsletter
April Monthly Newsletter: Tax Planning with Qualified ...

The Tax Cuts and Jobs Act passed on December 22, 2017 was the biggest rewrite of the tax code since 1986 and made sweeping changes to the individual and corporate tax system. While most taxpayers will benefit from the reduced tax rates and increased standard deductions, others may find they can no longer take advantage of certain itemized deductions on their 2018 tax return.

Read more

News
Here’s the ‘problem’ half of retirees ...

While no one is going to throw a pity party, there is a growing “problem” half of retirees face.

With retirement account balances at an all-time high, the percentage of Americans projected to be able to maintain their standard of living in retirement rose 2 percentage points from last year, to 50 percent, according to the most recent data from the Center for Retirement Research’s annual National Retirement Readiness Index. Read more

Blog post
  • 5 Stupid Things People Do With Their Money

    Published by Pamela Pena Serrano,CFP®

    Imagine you had the opportunity to stand in front of yourself fifteen years ago. Are there any financial mistakes you would warn yourself about or maybe an opportunity you’d like to share? Most of us think big on this question. We all wish we would have invested in one of the big tech companies during the initial public offering or maybe make a 35-1 odds bet on that underdog team who won the Super bowl. These grandiose moments sounds great in a time machine setting but in real life and my practice, I have realized most people’s financial mistakes are way more subtle.

    Read more

Weekly Market Commentary
  • Weekly Market Commentary April 16, 2018

    Markets ended positive for the week as energy and technology shares rallied and trade war tensions eased on all sides. These developments paired with earnings reports showing continued strength across all sectors drove stock markets higher. The S&P 500 rose 2.0% last week. The global MSCI ACWI climbed 1.6%. The Bloomberg BarCap Aggregate Bond Index dipped 0.2% as inflation risk and the odds of additional rate hikes increased.

    Read more