• 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.

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


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

Market Outlook Video Screenshot
2015 4th Quarter Market Outlook

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming 4th quarter. Contact us at 888-321-0808 to speak with a Wealth Advisor.

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Market Commentary
Weekly Market Commentary: October 12, 2015

The “risk on” trade emerged in full force last week after investors dissected the release of the minutes of the Federal Open Market Committee. The S&P 500 rose 3.3%. The Dow Jones Industrial Average jumped 3.7%. Read more

Monthly Newsletter
Monthly Investment Review: September 2015

September ended with bad economic news when the U.S. Department of Labor announced that employers added just 142,000 jobs in September, well below the 200,000 expected by economists. This dismal jobs report is yet another warning sign of slowing global growth witnessed throughout the month. Read more

Are You Asking the Right Questions?

Published by Bob Loewens

As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be easy to spot; however, this is not always the case. Read more

US News v2
3 Reasons Why Robo-Advisors May Not Be for ...

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

Investment Process Whitepaper_thumb
Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

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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.

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    Blog post
  • Relax, Reflect, and Roll On

    Published by: Rob Furlong

    I recently celebrated a milestone birthday doing one of my favorite things in one of my favorite places: riding my bike in the San Juan Mountains of southern Colorado. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: October 5, 2015

    Friday saved the week when stocks moved from sharply down after a disappointing jobs report, to sharply higher by the end of the day. The S&P 500 and Dow Jones Industrial Average each advanced 1% for the week. Read more