618.288.9505 info@carsonallaria.com

What Makes Us Different

With other firms, you get one advisor. With us, you get a multi-generational, credentialed team.

Helping You Plan for the Future

Our Wealth Navigation System (WNS) can provide clarity no matter what phase of life you’re in.

Coordinated Planning for Businesses

From exit planning strategies to retirement programs, we’ll help keep your business on track.

Download one of our free guides

Or click below to access more Insights, which have been featured in the following publications:

What is Wealth Management?

Your financial life is about more than just your investment accounts. It encompasses everything that can potentially impact your bottom line, including risks and opportunities that are present today or in the future.

Wealth management means effectively navigating you through every risk and opportunity that you may face in order to efficiently arrive at your desired outcome. Click on the interactive financial chart to find out how you can plan for your next financial decision.

Are You on Track?

Click below to see if you’re on track toward reaching your retirement and/or other financial goals.

Your Questions Deserve Simple Answers

Uncertainty is a major cause of financial stress. We understand that, regardless of what your concerns are, uncertainty can weigh heavily on your mind. At CarsonAllaria Wealth Management, we believe that by clearly understanding the role of each member of your financial team, as well as the strategies that are being implemented, that uncertainty can be illeviated. That’s why we are committed to providing consistent client education, communicating in plain terms, and providing clear answers to your questions.

DO YOU WORK WITH PEOPLE LIKE ME?
We work with clients who desire to find a partner in managing their wealth and who value the benefits of having a solid financial plan. Whether you are retired or within 10 years of retirement, or you have accumulated wealth, we can provide a high level of value by not only overseeing one area of your financial plan, but helping you with all aspects of your financial life. We have had the pleasure of working with clients from all professional backgrounds, but have especially gained an expertise in working with business owners and medical professionals.
WHAT WOULD YOU DO AS MY ADVISOR?
One of our main priorities is to make your life easier. We will take the lead on your financial life. Our team will analyze and make recommendations for your retirement plan, your risk management plan, and your portfolio. And, we are proactive in coordinating with your tax and estate planning professionals to make sure your financial plan is sound in all areas.  Our mission is to make sure that you are as financially efficient as possible. In short, we do what we do, so you can do what you do.
HOW DOES YOUR PROCESS WORK?
First, we have to learn what’s most important to you in your life and what role money plays in your goals and objectives. We do this by first listening to you. Then, we can start developing a plan of action and a schedule for implementation. Most importantly, our services are ongoing. Your journey is unique and you will need to adapt along the way. As you age, and as your family grows and your situation changes, we will monitor your circumstances, make new recommendations, and implement strategies to secure your future.

How to Get Started

1. Schedule an Appointment

2. Meet with us for a Complimentary Review

3. Get Your Personalized Strategy

Request a Consultation

Creating and monitoring a solid financial plan can be complicated and stressful. To start your journey toward financial independence, please provide your information and we will contact you as soon as possible!

Insights

Financial success starts with education. In our insights below, we share ideas and strategies on multiple wealth management topics. We believe education leads to preparation, and preparation leads to good, sound decisions.

Blog Articles

Income Plans: Different Than Financial Plans?

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Medicare, Medigap, and Medicare Advantage

For many, the month of November is the time of year that signifies the...

5 Investing Lessons Football Taught Me

As a former athlete, I’ve had the benefit of being around many great...

How the Financial Media Hurts Investors

Isn’t it interesting how human beings are drawn to drama? For some...

5 Reasons to Stop Caring About How Your Portfolio Stacks Up

Regardless of what stage of life you’re in, it’s natural to wonder how...

The Worst Mother’s Day Gift

Our mothers have such an important role in all our lives. They tirelessly...

How Many Jellybeans Does it Take to Price a Stock?

Imagine a jar is filled with a large number of jellybeans and you have to...

Stop Giving to Charity…in Cash

  Before you get the wrong impression of the headline, I think...

A Social Security Loophole that Still Exists

  The Bipartisan Budget Act of 2015 made what some would consider...

Here’s the Prescription

Improving someone’s financial health is a lot like improving their...

Q&A

What Tax and Contribution Limit Changes Will Take Place in 2020?

  More changes are coming for 2020 as contribution limits are set to...

When Can I Access My Retirement Accounts?

  Q: When Can I Access My Retirement Accounts?Retirement accounts...

Are Annuities Bad for Consumers?

  Q: Are annuities bad for consumers? A: Like many things in the...

What Financial Advice Should I Give My Child?

  Q: My children are getting older and one just graduated from high...

Should I De-Risk Near Retirement?

Market volatility is not something investors are typically excited about...

What is Values-Based Investing?

What values do you have that you would never want to violate in order to...

How Can I Get On Track for Retirement?

  According to a survey done by GoBankingRates in 2015, 1 in 3...

Should Higher Earners Choose a Roth or Traditional 401(k)?

Using a Roth 401(k) can be a good strategy if you’re looking for...

What Positive Financial Moves Can I Make in 2019?

  A new year brings a fresh start and a sense of new opportunities. It’s...

What Tax and Contribution Limit Changes Will Take Place in 2019?

  More changes are coming for 2020 as contribution limits are set to...

Find Us

CarsonAllaria Wealth Management
2246 S. State Route 157, Suite 225
Glen Carbon, IL 62034

Serving Greater St. Louis

Contact Us

Phone Number: 618.288.9505
Fax Number: 618.288.9506
Email: info@carsonallaria.com

About CarsonAllaria Wealth Management

CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA), registered with the SEC. You can check out our firm and our advisors at adviserinfo.sec.gov.

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All material provided by CarsonAllaria Wealth Management (CAWM or firm) is for informational purposes only. By accessing or otherwise using this website, you agree to be bound by the terms and conditions set forth below.

Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. Therefore, it should not be assumed that future performance of any specific security, investment product or investment strategy referenced on the website, either directly or indirectly, will be profitable or equal to the corresponding indicated performance level(s).

No portion of the website shall be construed as a solicitation to buy or sell any specific security or investment product or to engage in any particular investment strategy. In addition, this website shall not constitute the provision of personalized investment, tax or legal advice, and investors shall not assume this website serves as a substitute for personalized individual advice. Information contained on this website may have been derived from third-party sources that CAWM believes to be reliable; however CAWM does not control such information and does not guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Links or references to third-party websites are provided as a convenience and do not constitute an endorsement by CAWM, and the Firm is not responsible for the content of any such websites.

Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for the deduction of management fees or transaction costs generally associated with investable products, which otherwise have the effect of reducing the performance of an actual investment portfolio.

*73% of financial advisors do not have a succession plan. Study conducted by the Financial Planning Association and Janus Henderson Investors. Statistic was cited in the CNBC.com article at https://www.cnbc.com/2019/04/29/a-majority-of-financial-advisors-lack-a-succession-plan.html

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