• 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.

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  • Process-Driven

    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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Carson Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Stock market dip: Now is a good ...

By Russell Hubbard and Steve Jordon / World-Herald staff writers

Concern over a possible global economic slowdown led investors big and small to sell stocks Monday, raising fears about the staying power of the market’s post-Great Recession rally. Read more

Investment Committee’s Morning Research Call – August 24, 2015

We invite you to listen to our Investment Committee’s morning research call.  In the midst of market volatility, communicating with you and adhering to our disciplined process is vital.  Hear first-hand what our Investment Committee has to say about the market corrections and what it means for investors.

Read more

082415 Chart 1
Market Commentary
Weekly Market Commentary: August 24, 2015

In a week where Wall Street usually heads to the beach for vacation, traders were ambushed by a wave of volatility.

Read more

Basketball Hoop
The Power of the Team

Published by Zac Ritchey

Growing up in the Atlanta, Georgia area, high school basketball is huge and there is top talent across the state. According to SBNation.com, the best high school basketball states in the nation are California, Georgia, Florida, New Jersey and Texas.

Read more

Living in Retirement Infographic
4 Challenges During Retirement

No matter how well-prepared you may feel for life in retirement, none of us is immune to the challenges presented by market volatility, rising taxes and inflation and longevity.

Read more

080515 Chart 3
Monthly Newsletter
Monthly Investment Review: July 2015

In France, every July brings with it a 21-day bicycle race that has encircled the country almost every year since 1903. This year’s Tour de France was won by Chris Froome of Great Britain’s Team Sky. For over 2,100 miles he out-pedaled Colombia’s Nairo Quintana by just one minute and twelve seconds in one of the most closely contested races in the last five years. What’s interesting is how Froome did it.

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Living in Retirement Whitepaper
Living in Retirement

Making the most of your years in retirement also requires a sense of financial well-being—the knowledge that you won’t outlive your assets or create a financial burden for children or other loved ones. In this guide, learn how to minimize risk factors, the three stages of spending and what you can do to reduce your financial stress and anxiety.

Download Whitepaper

    Blog post
  • 4 Ways to Protect Your Credit

    Published by Jason Comes

    Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.

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    Weekly Market Commentary
  • Weekly Market Commentary: August 17, 2015

    Volatility returned to the markets last week when the Chinese central bank devalued its currency and enacted policies toward a more market-based exchange rate. Investors were already on edge about slowing economic growth after watching the plunge in oil, gold, industrial metals and the Chinese stock market. Read more