Find a Financial Advisor in West Des Moines

Simplified Financial Advice

Your dreams become goals, and your goals become a plan. You have plans for your wealth, from initially building a portfolio to passing on a legacy for your children and grandchildren. You need someone you can trust, and someone who believes in your goals as much as you do.

Our financial advisors in West Des Moines are honored to take part in this journey with investors.

 

Our financial advisors will guide you through a tried-and-true process of investment planning to come to the personalized plan that works best for you. Financial goals and life goals are often intertwined, and Carson understands that. They will help you develop both.

Joel Worsfold, the firm’s Managing Director and one of Barron’s top 1,200 State by State advisors for 2018, calls this “connecting wealth with purpose.” The team would be honored to journey with you to your goals and beyond.

We specialize in financial planning, retirement planning, retirement income planning and decumulation, the mental transition into retirement, executive benefits, financial coordination and general wealth management needs.

 

Our Advisors

Joel Worsfold

CFP® ChFC® CLU® RICP® REBC®
Managing Director, Partner & Wealth Advisor
MEET JOEL

Matt Friedrichsen

ChFC®, RICP®
Partner & Wealth Advisor
MEET MATT

Jason Juhl

RICP®, AIF®
Partner & Wealth Advisor
MEET JASON

Rebecca Albers

CFP®, CMT®
Partner & Wealth Advisor
MEET REBECCA

Retirement Advisory Committee

We are proud to be involved in our community and invite you to join our Retirement Advisory Committee, a diverse group of retirees who have successfully transitioned into this new phase of life. They possess a wealth of knowledge, experiences, and insights that can be instrumental in helping you make the most of your retirement journey.

 

WE SERVE CLIENTS WITH MULTIPLE INVESTMENT ACCOUNTS, INCLUDING EXECUTIVES LOOKING FOR IMPROVED TAX EFFICIENCY AND A SIMPLIFIED APPROACH.

Wealth Management

Retirement Planning

Executive Benefits

VIDEOS

Retirement & Income Planning

Watch the latest videos from our team and how they’re helping folks like you plan for retirement.

Deaccumulation

An informed strategy can help you through the deaccumulation phase of your life.

Fiduciary & Discretion

All our advisors are fiduciaries but not all advisors elsewhere are.

Joel's Personal Planning for Retirement

Joel knows firsthand how vital planning is when prepping for retirement.

Philanthropy

Do you have a passion for philanthropy? We do!

Process for Everything

Partner, Director of Operations Matt Pearson explains how our processes benefit clients.

Understanding Technology

Partner, Director of Operations Matt Pearson gives some tips on avoiding scams.

VIDEOS

Carson Culture Spotlight

What do you like most about helping your clients? What sets us apart? What does the future hold? Learn more about our firm and how we serve you through our Carson Culture Spotlight video series.

What Do You Like Most About Helping Your Clients?

We cherish the relationships we have with clients.

What Sets Us Apart?

Learn what sets us apart from other advisors.

Connecting with Our Clients

A personal connection helps strengthen our relationships with clients.

Our Favorite Things About Carson Wealth

Our team reveals what they love about Carson Wealth.

Future of Carson Wealth

We’re excited to grow and help more clients and future generations.

About Our Office

Our beautiful building feels like it was meant for our team from the start.

Our Culture

Our passion and love for our work shines through in our culture.

Resources

Wealth, Mind & Spirit

Our YouTube channel is designed to spur mindful thinking as it surrounds wealth. We see money as a tool to help you work toward your goals, and success as multifaceted. In our videos, we discuss these topics and how they intertwine with traditional financial insight.

3 Methods to Help Avoid Running Out of Money

What’s the No. 1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

7 Tips to Help Successfully Transfer Wealth to Your Kids

Seventy percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.

10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

HOW FAR ARE YOU

From Being Ready for Retirement?