Ross Lawrence, AIF, CEPA Managing Director, Partner & Wealth Advisor

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Nevada, MO
Ross Lawrence, AIF, CEPA Managing Director, Partner & Wealth Advisor

Carson Wealth is dedicated in providing financial well-being through exceptional education communication and service.

We offer comprehensive financial planning for all stages of life in addition to customized retirement planning, estate planning, investment management and tax planning. We are an advisory firm based in Nevada, Missouri. Carson Wealth is dedicated to serving families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in f

inancial planning and investment management. As your most trusted financial advisor, it’s important that we offer you a comprehensive plan to help you pursue your financial goals and objectives. Our goal is to create a blueprint that will help guide you as you navigate your financial journey. We’ll continually monitor and evaluate your financial plan and communicate with you in a transparent way, so you’ll know your plan is always up-to-date. And finally, we hold ourselves accountable to helping you take the necessary steps in following your financial plan. At Carson Wealth we take a personalized, strategic approach when creating a plan than truly aligns your needs and goals. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

02/02/2026

10/31/2024

Our stellar team is on the lookout for a Client Service Associate! Do you know someone who has a To-Do list with nothing on it, someone who always has their I’s dotted and T’s crossed, who’s as trustworthy as they come, and who’s ready to dive into an operations role with enthusiasm that could rival a kid on Halloween?!?!

Well, we might just have the perfect career for them!

https://www.carsonwealth.com/careers/

07/24/2024

Curious about what might happen in the markets and economy during the final months of 2024? Get in-depth analysis from the Carson Investment Research team.

Read more aboutCarson Investment Research Forecasts the Rest of 2024 from Carson Wealth. With Carson Wealth, money doesn't have to be complicated.

07/23/2024

What will Q3 bring? Hear from two prominent voices within the financial services industry in our Midyear Outlook webinar, now available for viewing on-demand. https://bit.ly/3WvTvbO

07/22/2024

President Biden’s announcement to withdraw from the race was an important political moment in history. How might the markets react? Read our take in the Weekly Market Commentary. https://bit.ly/3WyMWoX

07/17/2024

Small business owners wear a lot of hats. We share helpful ways to juggle your business’s many financial planning needs. https://bit.ly/3zFGvHA

07/15/2024

Carson Investment Research has released its Midyear Outlook: Eyes on the Prize. Get all the details and download your copy of the whitepaper in the Weekly Market Commentary. https://bit.ly/4cS6DgK

07/10/2024

What can small business owners do to keep their business’s finances healthy? We share our top tips for business financial planning.

Get financial planning tips for small business owners and understand what you need to do to keep your business’s finances healthy.

07/09/2024

Stocks rarely peak for the year in June. In fact, it hasn’t happened since 1950. Learn what this could mean for investors in the Weekly Market Commentary. https://bit.ly/4cR7Ncq
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07/02/2024

The Supreme Court handed down a significant, pro-business decision last week that may have a bigger long-term impact than the presidential debate. Learn all about it in the Weekly Market Commentary.

Read more aboutMarket Commentary: A Good First Half for Stocks May Bode Well for the Second Half from Carson Wealth. With Carson Wealth, money doesn't have to be complicated.

07/01/2024

A good first half historically has typically been followed by an above-average second half. But could that happen this year? Learn more in the Weekly Market Commentary.

Read more aboutMarket Commentary: A Good First Half for Stocks May Bode Well for the Second Half from Carson Wealth. With Carson Wealth, money doesn't have to be complicated.

Address

Nevada, MO

Telephone

+14176674721

Website

https://www.carsonwealth.com/locations/nevada-mo-w-austin-blvd/

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