Wealth Designed. Life Defined.

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Minna Burns

At Carson Wealth Management, you hear us talk about our dedication to providing you with the highest level of personal and professional service. We always strive to be your most trusted advisor and are committed to implementing and following a client bill of rights and code of ethics. As part of our goal to provide on-going transparent communications to educate our clients, we have developed a new campaign tagline:

Wealth Designed. Life Defined.

So what does this mean for you? “Wealth Designed. Life Defined.” represents our brand promise to deep industry knowledge and unparalleled passion to give clients expertly designed plans – and a more clearly defined future. Each decision and interaction is based on three key: trust, transparency and accountability. This commitment ensures a consistently personal and inspiring experience for every client.

This level of service can be boiled down to one, simple objective: We exist to help clients realize True Wealth and lasting fulfillment through personalized, expertly-designed service. Here are some additional values you can expect from our team:

  • Our comprehensive, in-house team of an experienced Investment Committee, a strategically focused Wealth Enhancement Group, and a Research Department staffed by analysts and strategists, provides forward-thinking and professional knowledge to all decisions that affect your financial future.
  • We are backed by an extensive network of fellow financial advisors, through our partnership with Carson Group Partners, which allows us to share insights, expertise and best practices in the financial services industry.
  • We are equipped with a deep lineup of proprietary wealth-planning strategies, tools and resources.
  • We are always trustworthy and transparent, honest with clients at every turn and able to speak about a client’s needs on their terms.
  • We are efficient, systematic and dedicated to process.
  • We share our knowledge and insights with clients so you can stay informed on what’s happening in the industry.
  • We are passionate advocates who fight for a client’s best interest.
  • We remain focused on knowing the whole person and understanding what’s motivating them to seek a personalized plan for their wealth: their children, grandchildren, the opportunities ahead, the world they’ll leave behind.
  • We are able to design customized, proven plans that help clients realize True Wealth – and achieve the meaningful existence they’ve always dreamed of.

What is life defined? When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It takes a comprehensive approach with as much imagination as innovation – creativity as careful calculation.

We are wholly dedicated to helping clients reach a higher purpose for their wealth and to design a lasting legacy for their families. We leverage deep industry knowledge, a vast network of specialized services, proprietary investment strategies and a passion for the best interest of our clients.

You’ll notice our communications will encompass that which defines “Wealth Designed. Life Defined.” and our brand will be strengthened as we roll out distinctive identity pieces. We welcome your feedback on your client experience and look forward to continuing to provide you with professional and personalized service.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Carson Investment Research’s Outlook ’23: The Edge of Normal

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here. As you are all painfully aware, 2022 wasn’t pretty for investors – it was the first year …

What Documents You Should Provide to Your Tax Preparer

Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …

Planning for Your First Required Minimum Distribution in Retirement

Mike Valenti, CPA, CFP®, Director of Tax Planning Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. Their Roth counterparts can provide an i …

How to Leverage Tax-Advantaged Accounts in 2023

Kevin Oleszewski, CFP®, MST, EA, Senior Wealth Planner  As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budg …
1 2 3 105 106 107

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation