We had the opportunity to visit with Scott Kubie, Senior Investment Strategist with Carson Group, and get his thoughts on the economy, the markets, and the world in a post-COVID-19 environment.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
Monthly Newsletter
Paying Off Debt: As You Work Toward ...Debt consolidation and repayment takes up a lot of America’s bandwidth. You can’t watch TV, especially daytime TV, without seeing at least one advertisement promising you freedom from debt – call now! These gimmicks are hit-and-usually-miss, but the sheer ubiquity of this conversation tells us it’s on everyone’s mind.
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Market Commentary
Market Commentary: S&P 500 Dips as COVID-19 ...The daily total for new virus cases topped 40,000 as a resurgence in the South and Southwest pushed new cases to an all-time-record high. Some states are reporting record hospitalizations and pausing or reversing reopenings. Initial unemployment claims, as shown in Figure 1, remain close to 1.5 million.
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Video
Tax Planning in 2020: What to Expect This ...With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation. Click Here to Watch the Webinar
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Blog
6 Planning Opportunities for 401(k)s in Light ...By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Blog post
Weekly Market Commentary
- Market Commentary: Retail Sales Jump as States Loosen Restrictions
Retail sales and food services jumped 17.7% in May, beating estimates of 8% growth. The strong rebound follows sharp declines the previous month created by social distancing. Even with the increase, sales are still 6.1% below where they were one year ago.Read more
