About Us
We Are Wealth Managers and CPAs Who Use Passive Asset Class Management
We are an independent, fee-only, extensive investment advisory firm that specializes in managing portfolios structured around tax-efficient passive asset class investment strategies.
In addition to our fee-only structure, being a Certified Public Accountant (CPA) puts us in the enviable position of being able to fully consider the tax ramifications of every investment decision. As a result, estate and tax planning don’t become an afterthought to the financial planning process; they become an integral part of it.
We Are a Registered Investment Advisor with a Fiduciary Role
Carlson Wealth is a Registered Investment Advisor with the State of Nebraska (and registered with other states as necessary). Federal and state law requires that Registered Investment Advisors are held to a fiduciary standard. This law requires that an advisor act solely in the best interest of the client, even if that interest is in conflict with the advisor’s financial interest. As a Fiduciary we are:
- Pleased to occupy a position of special trust and confidence when working with a client;
- Required to act with undivided loyalty to the client;
- Required to disclose how we are to be compensated and share any corresponding conflicts of interest.
OUR PLEDGE
We pledge to:
- Listen to you and care about your family
- Determine just how much it will take to make your financial dreams a reality
- Help you make a lifetime investment plan which reasonably assures the achievement of your goals
- Fund your plan with the right kind of asset classes
- Support you so you never lose faith in the plan, regardless of what the market does
- Offer you a complete portfolio of unbiased solutions
- Never make you feel unreasonably pressured to do anything
- Be your financial doctor