Experience The Difference
Carson Wealth Management Group is headquartered in Omaha, Nebraska, but we service
many clients in many states. Our experienced, dedicated wealth management team is
responsible for over $2 billion in Assets Under Advisement for select families,
business owners, professional athletes and institutions.
Carson Wealth Management Group offers the following services:
Portfolio Management
Our 4-step investment process leverages well over 100 years of collective investment
management exercise on the part of our senior professional staff.
Tax Planning and Preparation
Our professional tax team combines skillful tax planning and preparation in service
of our clients.
Wealth Plan
Our team of experts will design a plan that directs you from your current financial
situation towards financial freedom. Because the only constant in life is change,
we will provide regular reviews and modifications, assuring that your Wealth Plan
are current and dynamic.
Risk Management
Our team of specialists will calculate the transferrable risks which could be catastrophic
to your portfolio and to your family. We will evaluate life, long-term care, and
disability coverage.
Estate Planning
Upon death, you can leave your money to your family, your charities, or to the government….and
you must choose two out of three. Our specialists will maximize the distribution
of wealth to meet your objectives. We will establish a comprehensive estate plan
that leaves little to chance.
This communication is strictly intended for individuals residing in the states of
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL,IN, KS, KY, MA, MD, MI, MN, MO,MS, NC,
NE, NJ, NM, NV, NY, OH, OR, OK, PA,RI, SC, SD, TN,TX, UT, VA, WA, WI, and WY. No
offers may be made or accepted from any resident outside these states.
IMPORTANT CONSUMER INFORMATION A broker/dealer (BD), investment
adviser (IA), or IA representative may only transact business in a state if first
registered, or is excluded or exempt from state broker/dealer, investment adviser,
BD agent, or IA registration requirements, as appropriate. Follow-up, individualized
responses to persons in a state by such a firm or individual that involve either
effecting or attempting to effect transactions in securities, or the rendering of
personalized investment advice for compensation, will not be made without first
complying with appropriate registration requirements, or an applicable exemption
or exclusion.
For information concerning the licensing status or disciplinary history of a BD,
IA, BD agent, or IA rep, a consumer should contact his or her state securities law
administrator.
|