Not all financial advisors are the same. Led by nationally recognized tax expert, CPA and retired attorney Debra Taylor, Carson Wealth is a woman-led office providing advanced tax planning and customized wealth strategies in Franklin Lakes, New Jersey, and beyond. We dare to be different because we are different.
In addition to providing planning services, we know first-hand that women are different and that women often face unique challenges when it comes to building and managing wealth. Our dedicated team is not only led by a woman, but our team is 70% women, which is virtually unheard of in this industry.
Testimonial statements appearing herein were received from verified clients. The testimonials reflect the real-life experiences of individuals who used our services. However, CWM, LLC and the financial professional does not claim, nor should the reader assume, that any individual experience recounted is typical or representative of what any other client might experience. The testimonials displayed includes the original wording of the writer, except for grammatical, spelling and typing edits. All testimonials were reviewed for authenticity prior to use. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.
WELCOME
Our financial advisors in Franklin Lakes help individuals and families pursue their financial goals with personalized wealth solutions. We help you define what true wealth looks like for you, put a tax-aware plan in place to help you pursue your vision, then help you and your loved ones maintain the true wealth you’ve worked hard to achieve.
Experience the distinction of a “high-touch” firm that dares to be different!
Our specialties are:
The Carson Wealth office in Franklin Lakes is woman-led and comprised of mostly women stakeholders. Experience the distinction of a “high touch” firm that dares to be different.
25+
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Caroline Taylor, director of wealth strategies in Carson Wealth’s Franklin Lakes office, was one of three financial advisors under 40 featured in a recent InvestmentNews article. The story, “How young advisors are navigating today’s market turbulence,” highlighted insights from each advisor …
As the year draws to a close, it’s crucial to review your tax situation with the goal of identifying applicable tax-planning strategies. As a part of our annual service calendar to clients, TFG takes the time to review your portfolio and recommend many of these strategies if they are applic …
While it’s easy for people to back-burner estate planning due to busy schedules, or thinking they’ve got plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways.
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
As you explore your options, refer to this guide. It offers a checklist, questions to ask your advisor and a conversation outline to help you communicate your wishes to your loved ones.
HOW FAR ARE YOU
Primary Service Areas:
Franklin Lakes, Mahwah, Oakland, Ramsey, Wyckoff, Ridgewood, Glen Rock, Saddle River, Upper Saddle River, Woodcliff Lake, Old Tappan, Allendale, Montvale, Wayne and Paramus, Bergen County, Morris County, Essex County, Passaic County, Rockland County, Orange County, New Jersey, New York, over 20 states.
Disclosures:
This location offers advisory services only and is not affiliated or registered with Cetera Advisor Networks LLC. 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.
The Five Star Wealth Manager award awarded to Debbie Taylor: 2014 through 2025, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. Visit www.fivestarprofessional.com.
Women’s Choice Financial Advisor: Awarded to Debra Taylor (2013-2024). The Women’s Choice Award Financial Advisor program was created by Women Certified Inc. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Listing in this publication and/or 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.
