Financial Advice that Makes the Complex Simple.
The Carson Wealth financial advisors in Omaha are the top-ranked in Nebraska by Barron’s and include two Barron’s Hall of Fame financial advisors in Ron Carson and Paul West.
Our team is on a mission to make the complex simple. That means transparency, trust and true value in everything we do.
We serve our clients with extensive financial planning services, specializing in wealth management for business owners, retirees, parents of college students and more. We also offer retirement income planning, trust services, legacy planning and more.
We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized investment management service with you.
OUR MISSION IS TO INSPIRE OUR OMAHA CLIENTS TO PURSUE TRUE WEALTH THROUGH EDUCATION, COMMUNICATION AND SERVICE THAT EXCEEDS YOUR EXPECTATIONS.