Many of us think we don’t have enough assets for a will to be necessary, or we’ve simply put it in the “I’ll get to it” category. But planning carefully now can save your beneficiaries from legal fees, tax losses and the ugly relational stress that comes up all too often in the estate process. Read more
Advice in Common Language
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Carson Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Carson Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Request an Appointment.
The path to pursuing true wealth starts with meeting your Carson Wealth advisor. Please get the conversation started by providing your information, and we’ll reach out as soon as possible!
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
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals. Learn more
Our team of Insurance Specialists identifies risks which could tremendously impair your financial situation. Learn more
Our professional tax team of CPAs reviews your recent tax returns to identify potential savings. Learn more
Our team of professionals will design a plan to evaluate your current financial situation and direct you toward true financial freedom. Learn more
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
Personalized Investment 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 financial planning solutions, serving affluent families, business owners, executives and institutions.
Contact one of our financial advisors to request a complimentary consultation.
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.
Headquartered in Omaha, Nebraska, Carson Wealth has office locations and advisors across the country. Contact us today to speak with a financial advisor or financial professional nearest you.
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