Find a Financial Advisor in Franklin Lakes
Sophisticated wealth solutions in the Franklin Lakes area and beyond
Not all financial advisors are the same. Led by nationally recognized tax expert, CPA and retired attorney Debra Taylor, Carson Wealth is a woman-led firm providing advanced tax planning and customized wealth strategies in Franklin Lakes, New Jersey, and beyond. We dare to be different because we are different.
We know first-hand that women are different and that women often face unique challenges when it comes to building and managing wealth. Our dedicated team is not only led by a woman, but our team is 70% women, which is virtually unheard of in this industry.
Our financial advisors in Franklin Lakes help individuals, families and business owners pursue their financial goals with personalized wealth solutions. We help you define what true wealth looks like for you, put a tax-aware plan in place to help you pursue your vision, then help you and your loved ones maintain the true wealth you’ve worked hard to achieve.
EXPERIENCE THE DISTINCTION OF A “HIGH-TOUCH” FIRM THAT DARES TO BE DIFFERENT!
Advanced Tax Planning
Customized Wealth Strategies
Women & Investing
Filling the Gap for Women
Carson Wealth Franklin Lakes office is woman-run, woman-founded, and comprised of mostly women employees. Experience the distinction of a “high touch” firm that dares to be different.
The Office Has
25+
Years in Business
The Office is
78%
Women Employees
We Serve
81%
Women Clients
Resources
Understanding Wills & Trusts
While it’s easy for people to back-burner estate planning due to busy schedules, or thinking they’ve got plenty of time to get around to it, doing so can result in property and financial assets passing to unintended heirs in unintentional ways.
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
As you explore your options, refer to this guide. It offers a checklist, questions to ask your advisor and a conversation outline to help you communicate your wishes to your loved ones.
HOW FAR ARE YOU
From Being Ready for Retirement?
Our Advisors
Primary Service Areas:
Franklin Lakes, Mahwah, Oakland, Ramsey, Wyckoff, Ridgewood, Glen Rock, Saddle River, Upper Saddle River, Woodcliff Lake, Old Tappan, Allendale, Montvale, Wayne and Paramus, Bergen County, Morris County, Essex County, Passaic County, Rockland County, Orange County, New Jersey, New York, over 20 states and all across the world.
Disclosures:
This location offers advisory services only and is not affiliated or registered with Cetera Advisor Networks LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.