PACE logo, Pella IA
The Dutch Greeters recently hit the town and welcomed Carson Wealth as a new business and PACE Alliance Member.
At the end of each year, we often reflect upon goals, challenges, and opportunities. This is where it all started for Sam Vande Weerd, who, after 20 years in the business, recently opened his own Financial Advisor practice under Carson Wealth Management Group.
The theme for the Carson Group is “Find Your Freedom”, and that is exactly where Sam’s passion lies. He helps people identify their financial goals and sets out to make sure those goals are achieved.
“Sometimes I think people think financial advisors only want to work with people that have millions and millions of dollars, and although that’s awesome, it is usually not the case. We can help anyone that is just starting out all the way up to those who have a high net worth.”, said Sam.
And the benefits don’t stop there. Sam and Carson Wealth also focus on business succession plans, trust services, advanced tax planning, portfolio management, and help with efficiency.
Sam went on to relate, “Schwab and Fidelity serve as custodians for Carson Wealth. This niche practice helps us design portfolios with over 200 advisor offices across the country.”
Carson Wealth, whose home office is in Omaha, Nebraska, is one of the largest growing Financial Planning firms in the nation. They are a Top 10 RIA (Registered Investment Advisor) in the country boasting a foundation of success for over 30 years.
Sam also really appreciates the support Carson Wealth provides to him and the staff. “ The support given on business succession planning and advanced financial planning is great. It makes my job successful.”, said Sam.
Although it was a tough decision to leave his previous employer, Sam is excited to bring Carson Wealth to Pella. His staff also includes Tricia De Haan, Director of Client Relations, and Amy Fouch, Director of Marketing.
When asked what makes Carson Wealth stand out Sam stated “It would have to be the advanced planning team and the support they give individual advisors. This includes trusts, estates, legal, taxes, and more available services. This gives me the flexibility to provide more strategic options to people.”
And when asked a final question about advice for young people just starting out, Sam confidently said “Give 10%, Save 10%, and Live off the rest. That will get you far in life!”
To learn more about Carson Wealth, Sam, and his team visit:
Or just pop into the office:
Carson Wealth
702 Washington St, Pella, IA
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