• 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

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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

Weighing the pros and cons of portfolio ...

Don’t put all your eggs in one basket!

This cliche is a central tenet of financial planning and sensible investing. Read more

Time, Talent and Treasure; Giving Thanks!

Published by Mark Petersen,

I saw a report on the morning news about how an iPhone changed the life of a boy with Spina Bifida.  Typing into the phone he is able to communicate his thoughts for the first time.  This coming on the heels of the Second Terrorist attack in Paris, France in less than a year and with Thanksgiving coming soon, led me to reflect upon how blessed we truly are. Read more

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Market Commentary
Weekly Market Commentary: November 23, 2015

Equity markets posted their best weekly gain of the year after the Federal Reserve continued hinting that a decision to hike rates is likely at its mid-December meeting. More importantly, the Fed is signaling that the pace of liftoff will be moderate at best. Read more

Perennial Growth
Perennial Growth

The Perennial Growth Strategy is an investment strategy that seeks to provide long term capital appreciation over preservation. Read more

Disciplined Investment Process Infographic
Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. Read more

Monthly Newsletter
Monthly Investment Review: October 2015

In a month that is usually known for its stock market tricks, this October turned out to be an incredible treat for investors. All three major domestic indexes posted their biggest monthly increases since October 2011. The S&P 500 surged 8.3%. 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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    Blog post
  • Giving Thanks: A Tribute to My Mom

    Published by Ron Carson

    People often ask me how I’ve been so successful in building my own businesses. One of the main drivers was my mother and partner, Rose Carson, whom we buried this year on Cinco de Mayo. She showed me that I could accomplish way more than I thought, as long as I didn’t give up. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: November 16, 2015

    Stocks fell last week pushing major equity indexes to their first weekly decline in nearly two months. Investors turned skittish as expectations of a rate hike in December rose, and disappointing retail data and earnings were released. Read more