CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA) situated in the Edwardsville-Glen Carbon area, offering the Metro East and St. Louis locations. We believe in a team-based strategy to wealth management and financial planning. Our team of advisors functions as fiduciaries, operating with complete transparency as we assist you in making the most effective choices for you, your family, or your business.

We work with clients that desire to find a partner in managing their wealth and who value the advantages of having a solid financial plan. Whether you are retired or within 10 years of retirement, or you have built up wealth, we can supply a high degree of value by not just managing one area of your financial plan, but helping you with all facets of your financial life. We have had the pleasure of dealing with clients from all specialist backgrounds, but have specifically gained a proficiency in dealing with business owners and medical professionals.

Our group will assess and make referrals for your retirement, your risk management strategy, and your portfolio. And, we are proactive in coordinating with your tax and estate planning professionals to make certain your financial strategy is audio in all locations. Our goal is to make certain that you are as financially efficient as possible. In short, we do what we do, so you can to do what you do.

We believe in the significance of continuity in your financial strategy, which is why we developed a multi-generational team of financial advisors, geared up to serve our clients for years to come.

Our success has actually been built on developing meaningful partnerships with our clients, making certain that they are never just a number to us.