Find a Financial Advisor in Cottonwood Heights

Wealth Designed. Life Defined.

Welcome to Carson Wealth Cottonwood Heights, your trusted partner in financial planning and wealth management. Our mission is to empower individuals and families on their financial journey, providing unwavering support, education, and professional guidance. We pride ourselves on specializing in highly personalized, comprehensive financial planning, covering estate planning, portfolio management, insurance, risk management, exit strategies, and retirement planning.

We understand that your financial goals evolve with time, and our team is committed to fostering long-term fiduciary relationships. We care deeply about our clients and prioritize their well-being, taking a holistic approach to financial planning. Our experienced advisors take the time to listen, educate, and support you in making informed decisions as your financial situation evolves. With us, you can rest assured that your financial future is in capable hands. Let Carson Wealth Cottonwood Heights be your partner in helping to secure your financial confidence and dreams.

 

What’s a fiduciary and why does it matter? A fiduciary is legally obligated to act in a client’s best interest – and that’s important. Our advisor team is committed to their fiduciary responsibility.

MONEY DOESN’T HAVE TO BE COMPLICATED.

Our Advisors

Thom Hall

CFP®, ChFC®, CExP, CEPA
Managing Director, Partner & Wealth Advisor

Bruce Tynan

CFP®, CEPA
Wealth Advisor

Matt Johnson

Wealth Advisor

Portfolio Management

Financial Planning

Asset Management

Exit planning made simple

 

With both Certified Exit Planning Advisor (CEPA) and Certified Exit Planner (CExP) designations, out team offers informed exit planning guidance based on industry best practices and years of experience. Very few teams can boast both designations and we are pleased to do so.

Resources

Investment Process: The Importance of Process in Your Investment Strategy

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

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.

7 Tips to Help Successfully Transfer Wealth to Your Kids

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.

HOW FAR ARE YOU FROM BEING

Ready for Retirement?