Experience The Difference
Carson Wealth Management Group is headquartered in Omaha, Nebraska, but we serve
clients across the nation. Our experienced, dedicated wealth management team is
responsible for over $2 billion in Assets Under Advisement for select families,
business owners, professional athletes and institutions.
Carson Wealth Management Group offers the following services:
Our 4-step investment process leverages well over 100 years of collective investment
management expertise on the part of our senior professional staff.
Our team of experts will design a plan that directs you from your current financial
situation, towards financial freedom. Because the only constant in life is change,
we will provide regular reviews and modifications, assuring that your Wealth Plan
is current and dynamic.
Our team of specialists will identify the risks which could be catastrophic to your
portfolio and to your family. We will evaluate life, long-term care, and disability
Upon death, you can leave your money to your family, your charities, or to the government....and
you must choose two out of three. Our specialists will maximize the distribution
of wealth to meet your objectives. We will establish a comprehensive estate plan
that leaves little to chance.
Our professional tax team provides skillful tax planning in service of our clients.