Carson Wealth (formerly Total Wealth Planning)

Carson Wealth is a financial planner in Cincinnati, Ohio. The firm specializes in financial planning and wealth management for families, offering a variety of services including retirement planning, estate planning, and education savings. Their expertise extends to investment and wealth management, as well as business and risk management strategies designed to protect income, assets, and business interests through tax planning and insurance.

The firm provides comprehensive financial foundations and life-stage planning, including private client services. Beyond direct advisory services, Carson Wealth offers various digital tools for planning and readiness, such as retirement and college readiness quizzes, risk surveys, and financial calculators for evaluating 401(k) and Roth IRA scenarios. Their approach is supported by insights from the Carson Investment Research team, which provides market and company updates and analysis.

Located on Cornell Road, the office is situated about 0.1 miles from Reed Hartman Highway. The area is also a short drive from Oakwood Park, the Blue Ash Sports Center, and Sharon Woods Golf Course, and is approximately one mile from Assurance Health Cincinnati.

Carson Wealth is recognized for its commitment to excellence, maintaining a 5.00 rating that reflects its standing in the community. The firm provides access to pre-screened, vetted fiduciaries, ensuring clients receive personalized and trustworthy advice.

Through dedicated wealth management and strategic planning, Carson Wealth serves as a reliable partner for individuals and business owners throughout Cincinnati.

Services:

• Business & Risk Management
• Business Risk Management
• Estate Planning
• Financial Planning & Strategy
• Investment & Wealth Management
• Tax Planning