• 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.

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

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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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Blog
A Victory for Trust, Transparency and Accountability

Published by Ron Carson

Many financial advisors are worried about the new Department of Labor (DOL) rule requiring them to put their clients’ interests above their own financial gain when offering individual retirement advice. One big concern is that compliance will be burdensome, particularly for small firms without a large internal team to handle it. Read more

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News
RIA Growth Strategies That Protect What You’...

By Andrew Welsch

Ron Carson is quoted in “Financial Planning” regarding hiring and maintaining firm culture.

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Market Commentary
Weekly Market Commentary: April 25, 2016

Global markets were mixed last week. Our domestic markets bounced off 2016 highs and the Dow Jones Industrial Average ended the week up 0.6% while the S&P 500 and the NASDAQ Composite were up 0.5% and down 0.6%, respectively. Read more

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Video
Day Hagan

Day Hagan Tactical Dividend is an investment strategy that makes scientific, mathematical and unemotional decisions. Read more

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Monthly Newsletter
Monthly Investment Review: March 2016

The first three months of the year saw investors in the US down more than 10%, European investors off more than 13% and Asian investors down nearly 25% in China and more than 21% in Japan. Read more

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.

Download Whitepaper

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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
  • Common Questions: Wills v. Trusts

    Published By Ben Goethel

    It can be a confusing process for the uninitiated when it comes to estate planning. Do I need a will or a trust? What is a trust? What is probate? What will happen to my assets when I die? Read more

    Weekly Market Commentary
  • Weekly Market Commentary: April 18, 2016

    US markets turned up last week and pushed year-to-date returns further into positive territory as investors reacted to corporate earnings and global economic data releases.

    Read more