Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Wealth Management Inc., we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Wealth Management
Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. Learn More
Risk Management
We may not know what is to come, but our firm can be sure you are proactively preparing for unexpected events. Learn more
Tax Planning
Not sure how to save money on your taxes? Learn more
Wealth Planning
We conduct financial plans for life’s big events. Learn more
Estate Planning
Is your wealth ready to transfer to the next generation in your family or household? Learn more
Personalized Wealth Management
The Wealth Management Team’s mission is to build meaningful, long-term relationships inspiring our clients to achieve True Wealth, free of worry and regret, through a unique combination of wealth planning, asset management and life coaching, called LIFEonomicsTM. We are one of the top wealth management firms in Little Rock, Arkansas serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Wealth Management, Inc. help you on your True Wealth journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
Our Locations
Headquartered in Little Rock, Arkansas, Wealth Management, Inc. is dedicated to providing you with the highest level of service and delivering trust, transparency and accountability. Contact us today and experience the difference.
Insights
Wealth Management Inc.’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Market Commentary
Weekly Market Commentary – September 16, 2019Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower.
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Monthly Newsletter
Leave Them a Legacy, Not Taxes, with ...The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.
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News
Breaking Down The Basics Of HSAsHealth Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.
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Blog
How a 529 College Savings Plan Can Help ...I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.
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Video
How to Start Building Your Retirement PlanHow do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started. Watch this video to help ensure you’re on track toward retirement.
Read MoreWeekly Market Commentary
- Weekly Market Commentary – September 9, 2019
Global stocks rallied sharply for the second straight week. Stocks have historically performed worse in September than any other month, so the positive performance comes at a welcome time. For the week, the S&P 500 rose 1.8%.Read more
