Carson Private Client

Empowering entrepreneurs, executives and multi-generational families to define their legacy.

You’ve done the work to build wealth. And for you, freedom is all about optimizing your wealth management so you can enjoy more time, create bigger memories, and have a greater impact.

Experience the Difference a Wealth Strategist Can Make

Retirement Planning Services

Even when there’s more than enough, exiting your business or leaving the workforce means changing your income strategy. Our knowledgeable professional retirement planners work towards developing a plan that supports the lifestyle you’ve worked so hard for.

Charitable Giving Consultants

Our Chartered Advisors in Philanthropy will work towards helping you turn your wealth into a real impact. With proactively planned, tax-efficient giving strategies, our hope is that you’ll be able to support causes you care deeply about, now and as a part of your legacy.

Estate Planning Specialists

Freedom comes from knowing that your impact will outlive you. Our trust and estate planning advisors and attorneys will work alongside you to tailor a plan to work towards ensuring your wealth makes the difference you want it to – for your children, your community, and the world.

Business Coach

Our Certified Exit Planners will work towards ensuring that you optimize the proceeds from the business you’ve worked so hard to build. And if you’re not ready to exit, we’ll walk alongside you with business tax planning, comp and benefits, wealth accumulation models, risk mitigation and more.

Tax Professionals

For you, proactive tax planning is a non-negotiable. And it’s about more than just knowing which account to draw from when. We’ll cover every angle with business planning, corporate benefits, income planning, charitable giving and more.

Investment Management Team

The right investment strategy for you is the one that gets you to your life goals – plain and simple. We’ll make use of every appropriate option – from traditional stocks and bonds, to alternatives like private equity and art.

Financial Planning Team

Every plan starts with you, your unique vision of freedom, and the impact you want to have on the world. How we approach every facet of your financial life is determined by the plan we create together.

Banking Relationship

Wealth carries with it banking needs that are more complex than average. Carson Private Client can handle all your private banking needs, with accounts that earn market-based interest on your savings and spending accounts, plus access to lending institutions that can assist you with capital needs.

Experience the Difference a Wealth Strategist Can Make

Retirement Planning Services

Even when there’s more than enough, exiting your business or leaving the workforce means changing your income strategy. Our knowledgeable professional retirement planners work towards developing a plan that supports the lifestyle you’ve worked so hard for.

Charitable Giving Consultants

Our Chartered Advisors in Philanthropy will work towards helping you turn your wealth into a real impact. With proactively planned, tax-efficient giving strategies, our hope is that you’ll be able to support causes you care deeply about, now and as a part of your legacy.

Estate Planning Specialists

Freedom comes from knowing that your impact will outlive you. Our trust and estate planning advisors and attorneys will work alongside you to tailor a plan to work towards ensuring your wealth makes the difference you want it to – for your children, your community,
and the world.

Business Coach

Our Certified Exit Planners will work towards ensuring that you optimize the proceeds from the business you’ve worked so hard to build. And if you’re not ready to exit, we’ll walk alongside you with business tax planning, comp and benefits, wealth accumulation models, risk mitigation and more.

Tax Professionals

For you, proactive tax planning is a non-negotiable. And it’s about more than just knowing which account to draw from when. We’ll cover every angle with business planning, corporate benefits, income planning, charitable giving and more.

Investment Management Team

The right investment strategy for you is the one that gets you to your life goals – plain and simple. We’ll make use of every appropriate option – from traditional stocks and bonds, to alternatives like private equity and art.

Financial Planning Team

Every plan starts with you, your unique vision of freedom, and the impact you want to have on the world. How we approach every facet of your financial life is determined by the plan we create together.

Banking Relationship

Wealth carries with it banking needs that are more complex than average. Carson Private Client can handle all your private banking needs, with accounts that earn market-based interest on your savings and spending accounts, plus access to lending institutions that can assist you with capital needs.

One Contact.

One Strategy.

One Optimized Life.

Your Carson Wealth Strategist will work with you to organize your complex financial life and become your one, always-accountable point of contact at the helm of your financial ecosystem. We work with you to set the strategy, then take the complexity of managing multiple financial relationships off your plate.

75%

of business owners would exit today

if their financial security were assured.

18%

of business owners have talked to someone

whom they consider an expert in exit planning.*

*Source: The BEI 2017 Business Owner Survey

How We Work Together

Assess

Deep dive to understand your complete financial ecosystem.

Protect

Ensure the long-term preservation of wealth to support your lifestyle.

Optimize

Bring every facet of your financial life into harmony with your goals.

Your Wealth Strategist is your financial coach and a conduit to a team of knowledgeable professionals aligned to your unique plan. The result? You get more of your time back and enjoy the certainty of knowing that everything is being managed the right way.

Though the strengths you possess as an entrepreneur are enviable (such as intense focus and pinpointed concentration), these qualities oftentimes don’t lend themselves to successful wealth management. Allow your wealth strategist to utilize their unique strengths to align your goals with the bigger picture – so you can focus on being the CEO of your life.

You’ve built an extraordinary life so far. Let’s figure out how you can enjoy it more.

How We Work Together

Your Wealth Strategist is your financial coach and a conduit to a team of experts aligned to your unique plan. The result? You get more of your time back and enjoy the certainty of knowing that everything is being managed the right way.

You’ve built an extraordinary life so far. Let’s figure out how you can enjoy it more.

Assess

Deep dive to understand your complete financial ecosystem.

Protect

Ensure the long-term preservation of wealth to support your lifestyle.

Optimize

Bring every facet of your financial life into harmony with your goals.

NATIONALLY RECOGNIZED
NATIONALLY RECOGNIZED

Meet Your Team

We are a team of dedicated professionals with the singular focus of taking the burden of managing a complex financial ecosystem off your shoulders.

Paul West

CFP®, CAP®
Managing Partner

Kyle Hatch

CFP®
Senior Wealth Advisor, Private Client Services

Brady Marlow

CFP®, CAP®, CPWA®,CExP
Wealth Strategist

Peggy Monahan

Private Client Manager

Alex Jensen

CFP®, CPWA®, AEP®
Wealth Strategist

Justin Carlson

Senior Client Services Associate

Nicole Ray

Private Client Manager

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Empowerment through Financial Strategies

It’s about more than money.

“Wealth isn’t always about money,” says Managing Partner Paul West, CFP®, CAP®, CExP. “It’s about how you feel, and how you maybe transfer your values and belief systems to your family, friends, and many of your other trusted professionals.”

Achieve empowerment through a customized strategy that considers every facet of your life.

Insights

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When to Work with a Financial Advisor

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