• Money Doesn't Have To Be Complicated

    Are you confused by most financial advice? If so, you’re not alone.

    Schedule an appointment


Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

Forbes

FORBES TOP-RANKED TEAM

Barrons Hall of Fame
InvestmentNews Icons and Innovators

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)?

Next

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.

    First Name*

    Last Name*

    Email*

    Phone Number*


    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.

    Read more

    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.

    Read more

    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.

    Read more

    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

    Unemployment Continues
    Market Commentary
    Market Commentary: Unemployment Continues Slow Recovery as ...

    The lack of progress on a federal stimulus bill weighed on markets last week while economic and earnings data provided investors some good news. Initial unemployment claims finally dipped below 800,000. The improvement and adjustments to previous weeks’ estimates suggest the labor market is continuing to recover. Corporate earnings also provided a positive surprise. While many companies are still to report, initial results show 84% of S&P 500 companies are beating estimates.

    Read More
    Retail Sales
    Video
    Q4 Market Outlook Webinar

    Join Scott Kubie and Sonu Varghese, Senior Investment Strategists at Carson Group, for our Q4 Quarterly Market Outlook webinar. Click Here to Watch the Webinar

    Read More
    election impact
    Blog
    How the 2020 Election Could Impact the Markets ...

    Every election season, political emotions run high. Candidates tell us that this is the most important election in our lifetimes. Advertisements vilifying the opposing candidate seem to never end. Political chatter on social media picks up. Through it all, it can be hard to keep our emotions under control.

    Read More
    financial scam protection, financial planning
    Monthly Newsletter
    How Financial Scams Work, and How to ...

    In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.

    Read More
    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.

    Read More
    Blog post
    Weekly Market Commentary
    • Market Commentary: Retail Sales Spike, but Unemployment Claims Still on Rise

      Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make up for consumption lost during the early days of social distancing (Figure 1).Read more