Carson Wealth
1120 North Kimball Avenue, Southlake, TX 76092
Location & Phone number
1120 N Kimball Ave Suite 100, Southlake, TX 76092, United States
About the Business
Carson Wealth is a full-service financial planning institution located at 1120 North Kimball Avenue, Southlake, Texas, United States. Our team of financial advisors in the Dallas area is dedicated to simplifying the complexities of finance for you and your family. We cater to clients in the entire Metroplex and West Texas region, with a focus on providing personalized financial advice to individuals in the oil and gas industry, business owners, and executives.
As Texans ourselves, we understand the unique financial needs and goals of our clients. Our goal is to help you achieve "true wealth" through a wealth designed, life-defined approach. We believe that money doesn't have to be complicated, and we strive to provide value to our clients in these unprecedented times.
With the largest intergenerational wealth transfer in history on the horizon, we are committed to helping families navigate the complexities of managing their finances. Our primary service areas include Dallas, Fort Worth, Arlington, Southlake, and beyond. We offer a range of financial services, including financial planning, investment management, and insurance.
Carson Wealth has been recognized for excellence in the financial industry, with awards such as the Forbes Best-in-State Wealth Advisor and InvestmentNews Icons & Innovators. We are dedicated to providing our clients with the highest level of service and expertise to help them achieve their financial goals.
Securities offered through Cetera Advisor Networks LLC and investment advisory services offered through CWM, LLC. Our team of advisors is committed to providing transparent and personalized financial advice to help you secure your financial future. Visit our website or contact us for more information on how we can help you achieve financial success.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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