Experience The Difference

Carson Wealth Management Group is headquartered in Omaha, Nebraska, but we serve clients across the nation. 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 expertise on the part of our senior professional staff.

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 is current and dynamic.

Risk Management

Our team of specialists will identify the 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.

Tax Planning

Our professional tax team provides skillful tax planning in service of our clients.

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.