• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Wealth Management

The management of wealth must begin with the end in mind. It is with this approach that we provide you with a full breadth of financial services, including business succession planning, insurance and risk management, company retirement plans, tailored individual investment strategies and personalized allocation. Learn More

Risk Management

The formalization and management of risk is a core part of our disciplined wealth planning process; always insure what you cannot afford to lose. Learn more

Tax Planning

Through our partnership with Carson Institutional Alliance we are able to leverage the expertise of a team of CPAs to help you make smart decisions regarding your tax obligations to Uncle Sam. Learn more

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Wealth Planning

The wealth planning process is our most important job. It is only with a well-thought out, carefully implemented plan that we can properly and successfully help you pursue your True Wealth destination. Learn more

Estate Planning

With such a volatile legislative environment, it is important to have a comprehensive and well-defined estate plan in order to optimize the distribution of your assets exactly in the manner that you desire, while minimizing taxation. Learn more

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Personalized Wealth Management

Retirement Planning & Wealth Management’s (RPWM) mission is to provide professional advice and consultation with a superior level of service and a dedication toward transparency and accountability. We are a wealth management firm in Lake Jackson, TX serving individuals, affluent families, business owners, executives and institutions. Our team provides a superior level of service for our local and national clients in financial planning and investment management. Contact us today and let Retirement Planning & Wealth Management help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Location

Retirement Planning & Wealth Management (RPWM) is a Lake Jackson-based wealth management firm. Contact us today to speak with a wealth advisor or financial professional.

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Insights

Carson Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Video
Diversified Growth

Watch this video to learn about the Diversified Growth strategy. Read more

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Market Commentary
Weekly Market Commentary August 22, 2016

US markets snapped a multi-week positive streak with the Dow Jones Industrial Average and S&P 500 down 0.13% and 0.01%, respectively. The tech-heavy NASDAQ Composite outperformed both to hold on to positive territory, posting a 0.10% return for the week. Read more

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Monthly Newsletter
Monthly Investment Review: July 2016

­Global markets trended upward in July, building off the rebound following the Brexit results. All three major US equity indices were up for the month. The S&P 500 was up 3.56% and the Dow Jones Industrial Average was up 2.8% while the NASDAQ Composite, the leader of three, notched a 6.65% gain. Read more

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Blog
What You Need to Know About Medicare ...

Published by Ben Goethel

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. In households where both spouses are employed, it’s important to analyze the benefits of each spouse’s employer-provided health insurance plans to make sure you’re not paying too much for health insurance. Read more

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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

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News
Advisors can harm clients by trying to ‘...

A financial advisor I know told me how he handles the growing complexity of our industry on a recent weekend at my hunting lodge: He spends one day a week on compliance and one day a week on research. Read more

    Blog post
  • Balancing College Funding with Retirement Savings

    Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee

    Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: August 15, 2016

    The US markets extended their gains as the Dow Jones Industrial Average, NASDAQ Composite and the S&P 500 closed the week up slightly, setting new record highs in the process. International markets bounced back, posting some strong returns for the week after a lackluster start to August. Read more