I have been a client of Carson Wealth Management for over a decade, initially when they were known as GAAM prior to their merger with Carson. I was introduced to the firm by an older friend who had been a client for years, and he raved about their service and financial performance. As my friend was a retired financial executive, I trusted his judgment and years later I remain eternally grateful for the referral. In my beginning years as a client, I was still employed and had meager personal savings to invest. My 401k was untouchable and I wondered why my Carson advisors gave me as much attention as they did given my inability to invest in a material way. It did not deter them.

When I finally retired in 2023, without hesitation I rolled my 401k and lump-sum pension payments over to Carson and I have never regretted it. Their customer service as evidenced by their sound financial advice, well planned and executed monthly withdrawals, and treatment of my wife and I as if we were their largest investors (we’re actually quite the opposite) is best in class. More importantly, our hard-earned retirement savings have been managed flawlessly and our account balance continues to grow. My post-retirement financial picture has never looked better and I can’t thank Carson Wealth Management enough. It is without reservation that I wholeheartedly recommend them!

As a young professional in a corporate role with a formal business education, I’ve always valued being informed and intentional with my financial decisions. As my career progressed and my assets grew, I realized I would benefit from partnering with a trusted advisor to help me thoughtfully balance enjoying the present while planning for the future. In working with Carson Wealth, I’ve been able to do just that, with their team managing both my 401(k) and individual investments while also providing comprehensive financial planning and tax guidance in a way that brings clarity and confidence to my overall financial picture.

Working with my advisor, Jeremy Day, has been exactly what I was looking for and more. From the beginning, Jeremy has taken an educational and low-pressure approach, ensuring I fully understand my options and feel confident in every decision. His honesty and transparency have built a level of trust that is incredibly important when it comes to managing finances.

What truly sets this experience apart is the level of personalization. Jeremy takes the time to get to know me not just as a client, but as a person, so that every recommendation aligns with my goals, values, and lifestyle. I’ve never felt like just another account. I feel genuinely supported and prioritized.

I’m grateful to have a partner who consistently demonstrates that they have my best interests at heart, and I would highly recommend Jeremy and the Carson Wealth team to anyone looking for thoughtful, trustworthy financial guidance.

I can’t say enough about the experience I’ve had with this team. From the beginning, I felt a level of comfort that made it easy to share personal and financial details that aren’t always easy to talk about. That matters more than people may realize.

Every interaction has felt welcoming and unhurried. I never get the sense that I’m just another appointment on the calendar. They take the time to listen, answer my questions thoughtfully, and make sure I understand what we’re discussing without ever talking over me or dismissing my questions or concerns.

What stands out most is the respect and kindness they bring into every interaction. I feel taken seriously, supported in my decisions, and guided without pressure. I trust them.

I came from a very different experience with a previous financial planner, and the contrast is clear. This team approaches their work with both professionalism and genuine care. They’re good at what they do, and they’re good people. I truly enjoy them!

I highly recommend Jeremy, Monique and the whole Carson Wealth team! Special shout out to Tracy for all her awesomeness!

We've been with Carson Wealth for over 15 years, starting from the time we were still employed and now in retirement. When it comes to your hard-earned dollars, you want people that are knowledgeable and are dedicated to your best interests. We feel that we have found that with the team at Carson.

They have consistently responded with straight-forward answers to all our questions and we are confident that our portfolio is well managed. As a result, we are living out a comfortable retirement without money worries.

One more thing that we feel is important is you want stability with who you are working with; i.e. not a lot of change over. This is what we have found with Carson. There is a strong team behind your individual advisor so that all decisions are made through a logical foundation for the clients risk tolerance level.

I wholeheartedly recommend Carson Wealth and Jeremy Day to anyone seeking thoughtful, trustworthy financial guidance. After retiring early at 54 from Eastman Chemical Company, I knew my situation was unique – I wanted a firm that understood both the long horizon ahead of me and my desire to entrust my finances to experienced hands without needing to manage the details myself.

From the very beginning, I’ve experienced their genuine kindness, deep expertise, and a true family/team atmosphere. Jeremy and the Carson Wealth team have shown an exceptional commitment to me not only as a client, but as a friend. They approach my financial well-being with the same care and responsibility as if it were their own.

That level of trust and personal connection is rare, and I’m grateful to have found it with this team.

We are very happy with Jake Stone and the team at Carson Wealth. Jake explains investment strategies in a way that makes sense and the reasoning behind every decision. It is evident he is knowledgeable and has a passion for his work. He is always prompt in answering our questions and makes himself available when we need guidance.

Our investments have performed well and we feel confident in how our portfolio has been handled. We would highly recommend him to anyone looking for a dependable and trustworthy wealth advisor.