Getting to Know: Kelsey Ruwe

We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …

Published by Scott Ford, Managing Director, Partner We have exciting news to share! On February 20th, 2019, GAAM Wealth Management will become Carson Wealth Kingsport! Why are we rebranding? Because we believe that, in this case, 1+1=10. By rebranding and strategically partnering with Ron C …

Published by Scott Ford, Managing Director, Partner Everyone has a unique story that shaped them and brought them to where they are today. Sometimes people have significant events or influential people that played a role in their journey, others might have experienced foggy paths and twists …

Published by Scott Ford, Managing Director, Partner We have exciting news to share! On February 20th, 2019, Cornerstone Wealth Management will become Carson Wealth Management Hagerstown! Why are we rebranding? Because we believe that, in this case, 1+1=10. By rebranding and strategically pa …

Published by Paul West Life Defining Moments happen to all of us. Sometimes they are positive, joyous things that you want to happen: engagement; marriage; the birth of a child; buying your dream home. Other times, they are things that feel less positive and you wonder why they have to happ …

Barron’s recently released their inaugural ranking of Top RIA Firms, an exclusive category (listed as “Graduates”) recognizing some of the most visionary advisors who have evolved beyond the annual ranks of the Top 100. Carson Group is excited to announce it was one of only 30 firms to be s …

InvestmentNews named our Founder and CEO, Ron Carson, one of its 2016 Icons and Innovators. His unrelenting commitment to advance the profession of financial advice for the better and his passionate spirit for innovating the way financial advice is delivered are just a few reasons Ron stuck …

Lauren joined Carson Wealth in June 2007 as an intern with the firm. She has held various roles including assisting the Wealth Enhancement Group, preparing portfolio updates for clients and serving as Ron’s Executive Assistant. She now focuses on the administration of Human Resources functi …

Jeff joined Carson Wealth in July 2016 as a Compliance Specialist. Prior to joining Carson Wealth, he worked at TD Ameritrade for 13 years, the majority of which were spent in various risk management related positions (Compliance, Fraud and Retail Supervision).

Published by Ron Carson For more than 25 years, Carson Wealth has relied on a client advisory council for candid feedback on how to better run our firm.