Carson Wealth hosted its 2026 Client Appreciation Event last night.
Published
Signal category
Presence & Recognition
Quote
“Last night, we had the privilege of hosting our 2026 Client Appreciation Event!”
— Jon Read, CFP®,ChFC®, AIF®|Carson Wealth team
Company
Carson Wealth
You define freedom. We'll design the path to help get you there.
- Industry
- Financial Services
- Location
- Omaha, US
- Company size
- 341 employees
Carson Wealth Management Group’s mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. Securities offered through Cetera Wealth Services. LLC, (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Wealth Services, LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Wealth Services, LLC or CWM, LLC and have not been reviewed by Cetera Wealth Services, LCC or CWM, LLC as to accuracy or completeness.
Founded 1983