Carson Private Client

Who We Work With
  • Entrepreneurs
  • Executives
  • Multi-generational Families

We help financial delegators make strategic decisions to ensure they can live the life they desire. 

75% of business owners would exit today if their financial security were assured. Yet only 18% of business owners have talked to someone whom they consider an expert in exit planning.*

*Source: The BEI 2017 Business Owner Survey

Carson Private Client Services

If you’re looking for specialized investing options, we’ll help you find a solution – including private equity, debt, real estate and beyond.

We’ll Help You Consider:

Financial Planning

Your situation is unique – and your financial plan should be, too. Our team won’t set it and forget it. Your financial plan is always a focal point along your journey.

Investment Advisory

We develop investment strategies that are goals-based. Our investment team will help determine the right strategy for you through sophisticated financial modeling.

Alternatives

If you’re looking for specialized investing options, we will customize a solution – including private equity, debt, real estate and beyond.

Tax Planning

You need proactive planning advice – plain and simple. Tax planning goes well beyond what account to draw from and when: It involves business planning, corporate benefits, income planning and more.

Trust & Estates

Have confidence in your legacy plan. Our trust and estate planning advisors and attorneys will work alongside you to tailor a custom plan to your needs.

Private Banking

We can help you with complex banking needs, connecting you with accounts that earn market-based interest on your savings and spending accounts, plus lending institutions that can assist you with capital needs.

Legal Review

Our in-house Advanced Solutions team helps advise you through the complexities of your life’s goals.

Philanthropic Support

We help you support the organizations you care deeply about by finding efficient giving strategies through our Chartered Advisors in Philanthropy®.

Family Meetings

Leaving wealth for the next generation should be a family conversation. We can help facilitate these conversations with your loved ones.

Business Planning

We specialize in helping business owners with tax planning, business valuations, employee benefits and incentives, wealth accumulation models, risk mitigation and more.

How it Works

Your fiduciary advisor serves as your financial coach and a conduit to your entire team of experts. Your customized team specializes in the unique challenges entrepreneurs face. We build your plan based on the life you want to live.

The Carson Private Client Network

Carson Private Client members are invited to exclusive events, focused on community, education, networking, and access to special advisory services specific to your needs.

The Carson Private Client Newsletter

Strategic advice and resources for entrepreneurs.

Meet Your Team

Our executive leaders, experienced financial planners, researchers and professionals are dedicated to helping you expand your time and live the life you want.

Paul West

CFP®, CAP®
Managing Partner

Abby Mack

CExP
Director, Strategic Development

Kyle Hatch

CFP®
Senior Wealth Advisor, Private Client Services

Peggy Monahan

Private Client Manager

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Brady Marlow

CFP®, CAP®, CPWA®,CExP
Wealth Planner

Justin Carlson

Senior Client Services Associate
Meet the Carson Private Client team
Nationally Recognized