Carson Wealth

Real Advice, Built on Trust

Financial planner in Lake Oswego, OR (show on map)

5.0

★★★★★

1 reviews

Nationwide financial advisory firm offering planning, investment management, and wealth strategies.

Call (503) 603-0880

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About

Carson Wealth, a division of CWM, LLC, operates as Carson Partners—a nationwide partnership of advisors. The firm provides comprehensive financial services including financial planning, retirement planning, estate planning, education savings, investment management, private client services, business ownership strategies, tax planning, and insurance. H

eadquartered at 14600 Branch St., Omaha, NE 68154, with the phone (888) 321-0808, Carson Wealth serves clients nationwide with both in-person and virtual advisory options. The firm emphasizes fiduciary-based, personalized advice built on trust, helping clients find financial freedom through purpose-driven planning.

Nationwide partnership of pre-screened, vetted fiduciary advisors

Personalized advice built on trust and values

Both in-person and virtual advisory access

Comprehensive suite from financial planning to private client services

Headquartered in Omaha, NE with nationwide reach

Services

Financial Planning

Personal financial foundations and life-stage planning to help clients build a comprehensive financial strategy.

Life-stage planning Personal financial foundations Holistic financial strategy

Retirement Planning

Guidance to help clients prepare for retirement, including 401(k) projections and savings strategies.

401(k) Calculator Retirement readiness assessment Asset allocation review

Estate Planning

Strategies to help protect and pass on wealth to future generations.

Wealth transfer Legacy planning Family financial alignment

Education Savings

Planning and savings strategies for college costs and family financial goals.

College readiness Education planning Savings strategies

Investment Management

Helping clients invest and manage personal wealth with tailored strategies.

Portfolio management Asset allocation Long-term investment strategy

Private Client Services

Advanced, personalized guidance for high-net-worth clients with complex financial needs.

Advanced planning Personalized wealth strategies Multi-area guidance

Credentials & Certifications

SEC Registered Investment Advisor (CWM, LLC)

FINRA/SIPC Member (Cetera Wealth Services LLC)

CRD Number 155344

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What is Carson Wealth? +

Carson Wealth is a nationwide partnership of advisors, a division of CWM, LLC, offering financial planning, investment management, retirement planning, estate planning, tax planning, and insurance services.

Where is Carson Wealth headquartered? +

Carson Wealth is headquartered at 14600 Branch St., Omaha, NE 68154, with the phone number (888) 321-0808.

Does Carson Wealth serve clients nationwide? +

Yes, Carson Wealth serves clients nationwide with offices across the country and robust virtual access to advisors.

What financial services does Carson Wealth offer? +

Carson Wealth offers financial planning, retirement planning, estate planning, education savings, investment management, private client services, business ownership strategies, tax planning, and insurance.

Can I meet with a Carson Wealth advisor virtually? +

Yes, Carson Wealth offers virtual meeting options, and clients can choose virtual, in-person, or a combination of both when matched with an advisor.

Is Carson Wealth a fiduciary? +

Yes, the advisor matching platform connects clients with pre-screened, vetted fiduciary advisors for personalized advice.

Does Carson Wealth provide investment advisory services? +

Yes, investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor.

Are securities offered through Carson Wealth? +

Securities are offered through Cetera Wealth Services LLC, Member FINRA/SIPC, and investment advisory services through CWM, LLC.