Take on More Complex Clients—With Expertise to Back You Up

Deliver the specialized guidance sophisticated clients expect, without doing it all yourself.

When high-value opportunities come your way, you can hire in-house expertise, refer out, or risk losing the engagement.

Carson’s Advanced Planning team gives you another option.

Our specialists and advisor practitioners work with you to spot opportunities and provide strategic tax, estate, and business planning guidance.

You stay at the center of the relationship. We help you deliver more for complex clients.

A Team of Experts, By Your Side

Expand What You Can Deliver

Bring advanced strategies to your clients without hiring in-house specialists.

Maintain Control of Relationships

Deliver sophisticated planning without referring clients out or missing opportunities.

Deliver Value in Complex Situations

Approach high-stakes opportunities with the right guidance behind you—so you can move forward with confidence.

Win and Retain Clients

Compete for larger, more complex clients and deepen relationships with the ones you already have.

I’m in front of my clients delivering ultra high value advisory services.
— Steve Rose, Weath Advisor, Founder at Art of Wealth Management

Gain the Confidence to Serve Clients in Any Scenario

Expertise Beyond Credentials+

Work with leading experts and advisor practitioners to deliver specialized guidance for affluent households.

One Team, Many Specialties+

You and your clients are supported by specialists across multiple disciplines, including tax, estate, insurance, and business planning.

Learn What Works

Masterclasses and study groups led by top-performing advisors give you insights and practical strategies you can use immediately.

Support When You Need It

From behind-the-scenes consultations to joining client meetings, our specialists step in where—and when—you need them.

Advanced Planning Solutions

We deliver the support you need to confidently serve clients with more complex financial situations, with expertise in:

Estate Planning

Deliver thoughtful estate planning strategies without having to become an expert.

Tax Planning

Uncover high-impact tax planning opportunities that help you win and deepen relationships.

Business Exit Planning

Help clients make high-stakes decisions and prepare for what’s next.

Risk Management

Design insurance strategies to help clients protect wealth, today and tomorrow.

Trust Services

Offer integrated trust planning, including trust reviews, trustee strategies, and special needs planning.

Retirement Plans

Expand into the 401(k) and group solutions market.