Wealth Management Services in Wallingford, CT
Karn Couzens & Associates is Now Carson Wealth! Check out the video below to learn more
Financial Advice that Makes the Complex Simple
Our financial advisors in Wallingford, Connecticut, work with families and businesses to help them work towards their financial and life goals by crafting effective personalized financial plans. We prepare roadmaps for our clients’ “second careers” – retirement – and help them manage a tax-efficient stream of income during that time.
One of our primary focuses both before and during retirement is discussing potential pitfalls along the way and how we can prepare and cope with them as they arise. Helping clients manage their portfolios is important. So is ensuring that they’re enjoying the life they’ve been saving for.
Our team specializes in providing our clients with highly personalized, comprehensive, full-service financial planning, estate planning, tax planning, portfolio management, business planning and private client services.
BUILDING A LEGACY TO SERVE YOUR FAMILY.
Financial Planning
Retirement Planning
Estate Planning
Resources
Investment Process: The Importance of Process in Your Investment Strategy
Estate Planning Simplified: Understanding Wills and Trusts
Cross-Generational Planning: Connecting with your Millennial Children
HOW FAR ARE YOU
From Being Ready for Retirement?
Our Advisors
Primary Services Areas:
Farmington, Wallingford, New Haven, Middlesex, New London, Fairfield, Windham, Tolland, Hartford, Litchfield and more.