• 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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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

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

Video
Life & Money – Advisor Pamela Peña

We view your wealth as a tool to help you get the things you want out of life. How do you prioritize spending versus saving? Watch this video to learn how these decisions can impact your long-term goals. Read more

Market Commentary
Weekly Market Commentary January 17, 2017

Amidst strong earnings reports from the banking sector and stocks like Bank of America and JPMorgan Chase, the NASDAQ Composite notched a new all-time high late last week. The index, heavy in financials, was up 1% the second week of January. In other news, retail sales in the U.S. were up 0.6% in December, led by car sales and gasoline but were roughly flat when excluding purchases at dealerships and the gas pump. Read more

Blog
The True Value of a Financial Advisor

Published By Pamela Peña

I’m looking at my clients’ money profile and I see it; a retirement plan account opened through a robo platform. This fact is not surprising, I had previously discussed this with my client. They wanted to try something different and the investment costs were much lower starting out. In this case, the investments are passive which I explained meant the investments seek to mimic an index, and the only rebalancing expected might be once or twice a year.  Read more

Monthly Newsletter
Monthly Newsletter: 2017 Financial New Year’s Resolutions

Turning the calendar to a new year can be an exciting time filled with optimistic goals for the new calendar year. Frequently heard New Year’s resolutions are to work out more, eat healthier, get into better shape, make better choices and get finances under control. As the year progresses, those who have a plan in place to achieve their resolution stay focused and keep their resolution top of mind. Read more

News
Area financial experts’ predictions for 2017: Expect S&...

Director of Research, Brett Carson, is quoted in this Omaha World Herald article regarding the market in 2017. Read more

Whitepaper
Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more