• 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
    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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Market Commentary
Weekly Market Commentary May 31, 2016

The domestic and international markets were broadly up, primarily driven by the boost in oil prices late last week. The S&P 500 and Dow Jones Industrial Average posted a 2.28% and 2.13% return, respectively, while the tech-heavy NASDAQ Composite bested both, returning 3.44% to investors. Read more

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Blog
Using Rationale While Investing

Published by Jake Bleicher and the Carson Wealth Investment Committee

A strategic wealth management plan often focuses on investment allocation. Empirical evidence suggests that asset allocation explains 91.5% of return variation over time (Brinson, Singer & Beebower 1991). By that logic, investors and advisors are correct in making the decision paramount. Read more

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Video
Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.
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Monthly Newsletter
Monthly Investment Review: April 2016

As it turns out, there weren’t too many April “showers” last month. US investors saw the Dow Jones Industrial Average and the S&P 500 turn positive while the tech-heavy NASDAQ Composite still remains negative for the year. Read more

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News
Cash-flow planning before and during retirement

CNBC Commentary by Ron Carson, Founder and CEO of Carson Wealth Management Group


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Back2BasicsFeatured
Whitepaper
Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

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Infographic
Back 2 Basics

AMONG ADULTS AGES 25 TO 65:

  1. 50% – Don’t feel they’re on top of their finances
  2. 27% – Don’t know where to start and need more education or information
  3. 15% – Don’t want to deal with their finances because it’s “too overwhelming”

Read more

    Blog post
  • What My 10 Year Old’s Soccer Team Taught Me about Planning

    Published by Paul West

    I’ve been a working financial professional for 19 years. I’ve traveled a good amount of that time all across the U.S.; I’ve never freed up my schedule to commit to be a coach for my kid’s activities. This year was different. I agreed to help coach my 10-year-old son’s soccer team. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: May 23, 2016

    Markets were mildly up last week as investors departed from the previous week’s selling. Europe was skittish and Asian markets continued in the same direction as the week before with Chinese equities down slightly and Japanese stocks up nearly 2% (NIKKEI 225). Read more