Women & Wealth

Empowering You to Take Control As You Work Toward Financial Independence

Carson Wealth recognizes the unique challenges women face while working toward their financial objectives. Whether you are single, married, divorced or widowed, financial independence and well-being can be within your control.

We’re proud to work with women as a trusted partner by providing sound advice to help you pursue financial freedom.

In our experience working with clients, we’ve found that women who are actively involved in their finances are more likely to enjoy independence, reduced financial stress and increased confidence. Through ongoing education and active partnership, we work to empower you to feel confident about your decisions related to your financial goals.

A Workforce Milestone

In 2020 women hit a major milestone: Women now make up the majority of the U.S. workforce. However, this important benchmark doesn’t ensure financial security. The majority of women still earn less than their male counterparts for the same work, and sometimes are forced to choose more flexible work or take time away from the workforce to care for their families.

These circumstances not only impact their immediate financial situation but often have adverse consequences when it comes to Social Security benefits. Planning for the future is especially important, because women have longer life expectancies than men. As a result, women need personalized financial strategies to build wealth and protect them in retirement.

Start by Prioritizing Your Financial Future.

A Personalized Wealth Strategy for Women

Whether you’re a working professional or working to take care of your home and family – or both – it’s easy to get wrapped up in the day-to-day and overlook long-term goals.

Studies have shown that women create risk by not getting involved in their finances. Many women will be solely responsible for their financial affairs at some point in their lives, often as a result of a partner’s death or divorce. Having a trusted advisor in place if your life turns upside down can help mitigate the devastating effects these situations create.

It’s our mission to empower women to proactively engage with their finances. We want to know what you’d like to accomplish, what keeps you up at night, and discover where you stand now on the path toward financial freedom. We’ll provide you with information on how we work with our clients, the services we provide and the cost. You owe it to yourself to live the life you’ve always dreamed about – let us help you in that pursuit.

Tailored Solutions. Trusted Advice.

Whether you’re a business owner, a grandparent, an executive, or someone experiencing a major life change, we are here for you. At Carson Wealth, we specialize in helping individuals with advanced wealth management needs, and we tailor our solutions to your situation..

Medical Professionals

You know how important it is to have a clear plan in place when the unexpected occurs. From wealth management to retirement planning, our team can help simplify your financial life.


Business Executives

The phrase “clock out” doesn’t really apply to you. We’re here to step in and give the same energy and focus to your financial future as you give your professional life.


Private Client

You’ve put in a lifetime of work establishing a legacy that will benefit your family for generations. Our team of legacy specialists can help you build a plan to protect your wealth and your family.


Business Owners

Owning a business brings up new questions every day. Cash flow, tax efficiency, risk management, acquisitions or selling. Our dedicated team can help provide answers.


Divorce Planning

As one household becomes two, there’s a lot of planning to be done. Our advisors have walked many families through this difficult journey to a place where they can find sure footing.


Women & Wealth

The gravity has shifted in the last generation. Women are decidedly at the table when it comes to wealth – oftentimes at the head of that table. You are the face of wealth in the future.