OBBB Act
Carson Wealth’s Justin Schultes, CFPⓇ, ChFCⓇ, AIFⓇ Partner, Wealth Advisor and Kirt Norris, BGHN shareholder, discuss the new One Big Beautiful Bill Act.
Wealth Management Services in Cedar Rapids, IA
Wealth Designed. Life Defined.
Our financial advisors in Cedar Rapids, Iowa, are proud to help you use a “Wealth Designed. Life Defined.” approach to wealth management. That means we work with you to help you establish clear goals, and help you work toward them.
We are proud to serve eastern Iowa and beyond with clear financial planning and investment management services.
Our financial advisors offer extensive wealth management, including financial planning, investment management, estate planning, insurance planning, retirement income planning, executive services, and trust services.
Our Advisors
VIDEOS
Common Financial Strategies
WE WANT TO HELP YOU PURSUE YOUR GOALS WHILE WE PROVIDE GUIDANCE.
Financial Planning
Estate Planning
Investment Management
Advisor Videos & Interviews
VIDEO: IRMAA
Carson Wealth’s Jon Read, CFP®️, ChFC®, AIF® Partner, Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss what IRMAA is and how to avoid additional premium costs with IRMAA.
Resources
Investment Process: The Importance of Process in Your Investment Strategy
Estate Planning Simplified: Understanding Wills and Trusts
Cross-Generational Planning: Connecting with your Millennial Children
HOW FAR ARE YOU
From Being Ready for Retirement?
Primary Service Areas:
We are proud to serve eastern Iowa, including Cedar Rapids, North Liberty, Iowa City, Mount Vernon, Ely, Shueyville, Swisher, Vinton, Traer, Center Point, Urbana, Toddville and beyond.
Disclosures:
Notice: NY Residents
Corridor Business Journal’s (“CBJ”) Fastest Growing Companies Award received by Carson Wealth Cedar Rapids office (2024). Award eligibility is open to for-profit companies with a revenue of at least $350,000 in each fiscal year’s ending for 2021, 2022, & 2023, and must show revenue growth in 2023, as compared to 2021 (a two-year period). Companies must be headquartered in Linn, Johnson, Washington, Benton, Jones, Cedar or Iowa counties. Nomination forms are submitted to CPA & Business Advisory Group; Honkamp for consideration along with a complied, reviewed or audited financial statement, or a tax return. Honkamp confidentially calculates the Fastest Growing Companies based on their financial information from the past 3 years. Honorees are ranked according to revenue growth over a two-year period; both dollar and percentage increases are taken into account. Receiving this award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.