Find a Financial Advisor in Wallingford

Karn Couzens & Associates is Now Carson Wealth! Check out the video below to learn more

Financial Advice that Makes the Complex Simple

Our financial advisors in Wallingford, Connecticut, work with families and businesses to help them work towards their financial and life goals by crafting effective personalized financial plans. We prepare roadmaps for our clients’ “second careers” – retirement – and help them manage a tax-efficient stream of income during that time.

One of our primary focuses both before and during retirement is discussing potential pitfalls along the way and how we can prepare and cope with them as they arise. Helping clients manage their portfolios is important. So is ensuring that they’re enjoying the life they’ve been saving for.

Our team specializes in providing our clients with highly personalized, comprehensive, full-service financial planning, estate planning, tax planning, portfolio management, business planning and private client services.



Financial Planning

Retirement Planning

Estate Planning


The Importance of Process in Your Investment Strategy

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.

Estate Planning Simplified: Understanding Wills & Trusts

While it’s easy for people to back-burner estate planning due to busy schedules or thinking they have plenty of time to get around to it, avoiding this important planning area can result in property and financial assets passing to unintended heirs in unintended ways.

Cross-Generational Financial Planning Guide

As many wealthy baby boomers transition into retirement, they’re asking some tough questions about the overall wealth preparedness of their heirs and turning to financial advisors to help impart strong financial values to millennials.


From Being Ready for Retirement?

Our Advisors

Robert A. Karn

Managing Director, Wealth Advisor

Jeffrey P. Couzens

Managing Director, Wealth Advisor

James E. Couzens

Wealth Advisor

Alexis Karn

Associate Wealth Advisor

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.