Carson Wealth Management Group

Carson Wealth Management Group is a financial advice firm that builds personal plans around what each client wants their money to achieve. It gives wealth management and advice to people across the U.S., working through SEC-registered investment advisors.

What Carson Wealth Management Group offers

• Financial planning — reviewing a client's current position and setting out a plan towards their goals.
• Investment management — disciplined portfolio strategies managed on the client's behalf.
• Retirement planning — a five-step process to turn retirement aims into a concrete plan.
• Tax review — an in-house team of CPAs checks recent returns for savings or restructuring ideas.
• Insurance and risk — identifying risks to a family and cover to protect against them.
• Estate and business planning — legacy planning plus succession and asset protection for business owners.

Who it works with

• Business owners and executives planning succession and retirement
• Retirees protecting their savings and legacy
• High earners with complex needs
• Young professionals paying down debt and building wealth

Key facts

• Regulation: advisors are SEC-registered investment advisors
• Coverage: clients across the U.S.