Our financial advisors in Cedar Rapids, Iowa, are proud to help you use a “Wealth Designed. Life Defined.” approach to wealth management. That means we work with you to help you establish clear goals, and help you work toward them.
We are proud to serve eastern Iowa and beyond with clear financial planning and investment management services.
Our financial advisors offer extensive wealth management, including financial planning, investment management, estate planning, insurance planning, retirement income planning, executive services, and trust services.
VIDEOS
WE WANT TO HELP YOU PURSUE YOUR GOALS WHILE WE PROVIDE GUIDANCE.
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss Women Led Strategies that we offer. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be su …
Carson Wealth’s Shanna Kehoe, CFPⓇ, CWS Partner, Senior Wealth Advisor and Jamie Yeisley, Associate Wealth Advisor discuss AQR strategy and how it can work for business or landowners. Investment minimums and restrictions apply. The minimum investment amount for AQR Flex 145/45 is $1 million …
Seventy percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.
Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property – you have an estate.
Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.
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Primary Service Areas:
We are proud to serve eastern Iowa, including Cedar Rapids, North Liberty, Iowa City, Mount Vernon, Ely, Shueyville, Swisher, Vinton, Traer, Center Point, Urbana, Toddville and beyond.
Disclosures:
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Corridor Business Journal’s (“CBJ”) Fastest Growing Companies Award received by Carson Wealth Cedar Rapids office (2024). Award eligibility is open to for-profit companies with a revenue of at least $350,000 in each fiscal year’s ending for 2021, 2022, & 2023, and must show revenue growth in 2023, as compared to 2021 (a two-year period). Companies must be headquartered in Linn, Johnson, Washington, Benton, Jones, Cedar or Iowa counties. Nomination forms are submitted to CPA & Business Advisory Group; Honkamp for consideration along with a complied, reviewed or audited financial statement, or a tax return. Honkamp confidentially calculates the Fastest Growing Companies based on their financial information from the past 3 years. Honorees are ranked according to revenue growth over a two-year period; both dollar and percentage increases are taken into account. Receiving this award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
