13321 California Street, Dodge Plaza, 1st Floor Omaha, NE 68154
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About this location
Carson Wealth is headquartered in Omaha, Nebraska and is consistently ranked among the top financial advisor firms in the state. Founded in 1983 by Ron Carson, the Omaha financial advisors assist investors with financial planning, investment management, estate planning, risk management, tax planning and trust services. The team serves a variety of clients including executives, business owners, entrepreneurs, doctors, lawyers, professionals, farmers, athletes, retirees and more. Whether you’re just getting started or experienced in investing – there are investment solutions for every stage of your financial plan.
Conveniently located on the northwest corner of 132 and Dodge, the Omaha office hosts a variety of educational events, workshops and social gatherings for those who are just getting started with investing or those interested in learning more about what makes us different. Please visit the events page for a full list of upcoming activities hosted by Carson Wealth.
Omaha, NE Community Partnerships
The Dreamweaver Foundation is a non-profit organization dedicated to fulfilling end-of-life wishes for seniors with terminal illnesses, founded by Ron and Jeanie Carson. They make wishes come true as a special way to thank and honor seniors in their last days. Click here to learn more about the Dreamweaver Foundation.
Carson Wealth has actively participated in various activities for Juvenile Diabetes Research Foundation since 2011. Carson Wealth stakeholders participate in the JDRF Walk and other fundraising opportunities. To learn more about JDRF, click here.
Tom and Nancy Osborne founded the TeamMates Mentoring Program in 1991. The goal of the program is to see youth graduate from high school and pursue post-secondary education. Carson Wealth has over a dozen stakeholders who serve as mentors and are dedicated to making a difference in their community. For more information about TeamMates, click here.