• 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
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    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

S&P500-Index-Member-Stats-at-Bull-and-Bear-Points
Market Commentary
WEEKLY MARKET COMMENTARY: JUNE 29, 2015

The mood of the stock market last week changed daily, going up and down to end the week just barely below where they started. The S&P 500 and Dow Jones Industrial Average both dipped 0.4% while the Nasdaq Composite retreated 0.7%. Read more

Map-of-currencies
Blog
How Currencies Are Influencing the Markets

Published by Don Hagan

Each day, thousands, if not millions, of factors influence market trends. These range from individual investors’ collective buy and sell decisions to whether a country’s central bank decides to buy back its own bonds. Read more

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News
Ups and downs: Advisors help clients face ...

Investors might as well get used to the market volatility. Whether you’re looking at stocks, bonds or commodities, asset prices have been swinging a lot more wildly this year.

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Who Wants to be a 401k Millionaire Video Screenshot
Video
Who Wants To Be A 401(k) Extraordinaire?

Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips other have followed to maximize their 401(k) retirement plans. Contact us at 888-321-0808 for questions regarding your 401(k) retirement plan.

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Monthly Newsletter
Monthly Investment Review: May 2015

May was a month of mixed economic signals that seemed to confuse the equity markets. Several U.S. indexes touched all-time highs before sputtering into the end of the month with a selloff. Despite this, most indexes still finished the month higher. The S&P 500 ended May up 1.05% while the Dow Jones Industrial Average rose 0.95%.

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Whitepaper
The Family Budget: Financial Empowerment at Your ...

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges.

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529 Plans Infographic
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
  • The Legal Documents Needed for Your College-Aged Child

    Published by Beth Schanou

    As the school year comes to a close and summer unofficially begins, high school graduates begin the transition to a new stage in their life. For many, final preparations are underway for post-secondary education and possibly getting ready to move, at least temporarily, many hours away from home. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: June 22, 2015

    Major markets were buoyed higher mid-week by dovish comments from the Federal Reserve only to give back most of the gains on Friday as concerns about a Greek default heightened. The S&P 500 rose 0.8% for the week. The Dow Jones Industrial Average moved 0.7% higher. And, the Nasdaq Composite gained 1.3%.

    Read more