About Company

Carson Wealth is a national wealth management and financial planning firm that helps clients define their "why" and creates personalized, holistic financial plans through the Find Your Freedom Planning Promise™. Carson Wealth provides financial planning, retirement planning, estate planning, investment management, tax planning, services for business owners, private client services, insurance, education savings, and guidance on Net Unrealized Appreciation, and connects clients to local advisors via an advisor-matching program and a network of U.S. locations. Headquartered in Omaha, NE, Carson Wealth emphasizes straightforward, transparent fees and plain-English plans designed to help clients pursue financial freedom.

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