Carson Wealth Carmel (formerly Total Wealth Planning)

Carson Wealth Carmel (formerly Total Wealth Planning) is a wealth management firm in Carmel, IN. The firm provides financial planning, retirement planning, and investment management services to individuals, entrepreneurs, executives, and multi-generational families. It holds a 5.00 rating based on customer reviews.

The firm utilizes a holistic approach to financial planning, focusing on aligning wealth management with a client's specific values and long-term goals. Services include customized investment portfolios with in-house monitoring, integrated risk management, and estate planning designed to be tax-efficient. For business owners, the firm offers specialized expertise in growth, asset protection, and succession planning. The team includes CPAs who perform detailed tax return reviews to identify savings or restructuring opportunities and provide year-round tax planning. Additionally, the firm assists with educational savings strategies to help fund future education costs.

Private Client Services are available for those with complex financial needs, providing a dedicated strategist to coordinate an entire financial ecosystem. The firm's process involves creating a personalized wealth plan that is consistently monitored and adjusted as life circumstances change. Clients can access their accounts through a central portal to track progress. Founded in 1983, the organization has grown from a single entrepreneur into a national firm that offers both in-person and virtual access to advisors.

Carson Wealth Carmel (formerly Total Wealth Planning) is known for its high customer rating and its focus on helping clients achieve financial freedom through personalized, disciplined investment strategies in Carmel.

The firm holds a Content Quality score of 100 out of 100 from BizScoreAI, which means its website clearly answers customer questions and describes its pages in a way that AI assistants can quote directly. It also achieves a Technical score of 91 out of 100, ensuring the site is secure and indexable so search engines can read it without errors. Additionally, the business ranks number 3 of 6 Wealth Management Firm businesses that BizScoreAI has scored in Carmel.