CarsonAllaria Wealth Management

At CarsonAllaria Wealth Management, we understand that every individual and business has unique financial needs. That's why we take a comprehensive approach to wealth management, focusing on investment management, retirement planning, tax planning, risk management, and estate planning for individuals and families. For businesses, we offer retirement plans and group benefits, including health, life, and disability insurance. Our team of experts works closely with accountants, attorneys, bankers, and insurance agents to ensure a cohesive plan that meets your needs today and for years to come.

Our Philosophy

We believe that financial success requires a deep understanding of your goals and a strategic plan to achieve them. Our fiduciary duty ensures that we always put your interests ahead of our own. We specialize in serving individuals approaching or in retirement, business owners, and medical professionals, tailoring our services to address the specific challenges and opportunities you face. Our client-advisor ratio ensures that you'll never be just a number; you'll receive personalized attention and guidance every step of the way.

What Sets Us Apart

We're not a generalist firm; we specialize in areas that require a deep understanding of the issues you face. This specialization enables us to deliver more effective solutions and build stronger relationships with our clients. Our team approach ensures that we can leverage the expertise of multiple professionals to address all aspects of your financial well-being. Whether you're an individual looking to secure your retirement or a business owner seeking to offer quality benefits to your employees, we're here to help.

Our Services

For Individuals and Families:

• Investment Management: Working with your accountant, attorney, banker, and insurance agent to make your plan cohesive.
• Retirement Planning: Building income plans and guiding you through important decisions to help you retire confidently.
• Tax Efficiency: Enacting strategies to help you ethically minimize income tax, capital gains tax, and estate tax.
• Risk Management: Helping you protect against major risks by evaluating your need for life, disability, and long-term care insurance.
• Estate Planning: Working with attorneys to make sure your assets are distributed according to your wishes at death.
• Professional Coordination: Coordinating the professionals that work for you (accountant, attorney, etc.).

For Businesses:

• Retirement Plans: Helping companies run effective, compliant, and cost-efficient retirement plans like 401(k)s, 403(b)s, and Simple IRAs.
• Group Insurance Benefits: Delivering quality insurance coverage for your employees, including health, life, and disability insurance.
• Buy/Sell Transactions: Facilitating complex transactions by connecting the right parties and ensuring a smooth process.