Carson Wealth

Carson Wealth, located at 10 Melrose Drive in Farmington, Connecticut, is a finance institution dedicated to helping families and businesses achieve their financial and life goals through personalized financial planning. Our team of financial advisors specializes in creating tailored financial plans, estate planning, tax planning, portfolio management, business planning, and private client services. We also emphasize the importance of estate planning to ensure that assets are passed down to intended heirs in the most efficient way.

Our advisors work with clients in Farmington, Wallingford, New Haven, Middlesex, New London, Fairfield, Windham, Tolland, Hartford, Litchfield, and beyond to address potential pitfalls and prepare for retirement. We offer comprehensive financial planning services to help clients manage their wealth and prepare for the future. Our investment process is designed to align portfolios with specific goals and objectives while managing investment risk.

Carson Wealth has been recognized for excellence in the financial industry, with awards such as Forbes Best-in-State Wealth Advisor for Paul West, InvestmentNews Icons & Innovators for Ron Carson, and Barron's Magazine Hall of Fame Inductee for Ron Carson. We are committed to providing high-quality financial services to our clients and helping them navigate the complexities of wealth management.

Securities are offered through Cetera Advisor Networks LLC, while investment advisory services are provided by CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Our affiliated advisors offer brokerage services, investment advisory services, or both, depending on their qualifications and expertise.

For more information about Carson Wealth, our services, and our advisors, please visit our website or contact us directly. We are here to help you achieve your financial goals and secure your financial future.