• We build
    true wealth

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

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  • 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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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: February 8, 2016

Investors were hoping for a fresh start to February given the previous tumultuous four weeks. Overall, the results were mixed. The Dow Jones Industrial Average was down 1.59% for the week and the S&P 500 was down 3.11%. The tech-heavy Nasdaq Composite ended the week down 5.44% as technology and biotech companies weighed on the index. Read more

High-Frequency-Trades
Blog
Diversifying Your Portfolio

Published by Tyler Schlumpf

There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. Read more

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Monthly Newsletter
Monthly Investment Review: January 2016

January was a difficult start to the year for investors. Headlines that dominated the last half of 2015 reappeared during the first trading week, marking the worst start of a year in history for US investors. China, oil and the possibility of slowing global growth loomed over the markets as indexes around the world turned negative with some entering bear market territory. Read more

2016 Q1 Market Outlook Video
Video
2016 1st Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming 2nd quarter. Contact us at 888-321-0808 to speak with a Wealth Advisor. Read more

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News
Carson: Advisors Failing Clients

In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at the advisory industry, calling for increased transparency, more responsible profit margins, fewer shortcuts in planning and better communication with clients. Read more

Disciplined Investment Process Infographic
Infographic
Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. Read more

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Whitepaper
Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

Download Whitepaper

    Blog post
  • Financial Decisions to Make Today to Avoid Regret Tomorrow

    Published by Teresa Milner

    The constant barrage of daily decisions can easily cause fatigue and tire out our brains.   This can cause us to suffer from the inability to make good decisions. Whether we realize it or not, we are all a product of our decisions. Financial decisions are made daily, and some can and will haunt you for the rest of your life. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: February 1, 2016

    Last week was a busy week in terms of data releases and news. Estimated US GDP, unemployment data and the Federal Reserve were just a few headlines that grabbed investors’ attention. US indexes enjoyed another week in the black as domestic indexes surged on Friday. Read more