• 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.

    See all accolades
  • 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

Connect with an Advisor

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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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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Blog
Parents, Kids, and #Adulting:

Published by Pamela Pena

When I was 18 years old I designed my own prom dress. It was a hot pink beaded sweetheart top with a multi-colored pink skirt which flowed when I danced. The price tag was $400; it was probably the most expensive article of clothing I had worn. Looking back, I feel guilty I made my mom spend so much, but to her it wasn’t about the money, it was about my happiness. Read more

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Market Commentary
Weekly Market Commentary: July 18, 2016

Equity markets continued with broad positive momentum last week as our own domestic indices notched new all-time highs. Both the S&P 500 and the NASDAQ Composite were up just under 1.5% while the Dow Jones Industrial Average led the way, posting a 2% return for the week. Read more

2016 q3 outlook
Video
2016 3rd Quarter Outlook Video

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

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Monthly Newsletter
Monthly Investment Review: June 2016

All eyes were on the latter half of the month with the referendum on Britain’s membership and markets were range-bound leading up to the vote. Given all the volatility and uncertainty, it may be surprising that global markets were generally positive for the month. Read more

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News
Brexit bedlam: What advisers are telling clients

Director of Research, Brett Carson, is quoted in Financial Planning’s slideshow regarding Brexit’s outcome. Read more

Estate Planning Infographic
Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • Using Life Insurance as a Portfolio Preservation Asset

    Published by Mike Schudel

    We all understand that life has at least two certainties: death and taxes. I’ll add one more: market downturns. Despite the wealth of information available and excellent portfolio strategies employed, events like the subprime market and Brexit will occur and create volatility in an equity-based portfolio. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: July 11, 2016

    Domestic markets ended last week’s shortened trading session up again, continuing the positive momentum. The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite were all up over 1% with the NASDAQ Composite leading the way at 1.94%. Read more