• We build
    true wealth

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

    Explore our approach
  • Process-Driven

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

    Learn more

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

0-2% 2-4% 4-6% 6-8% 8% +

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


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

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*


Phone Number*

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.

Read more

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.

Read more

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.

Read more


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

Market Commentary
Weekly Market Commentary October 17, 2016

Markets across the world retreated last week, giving up some of their year-to-date gains. Domestically, all three of the major indices closed last week in the red with the NASDAQ Composite the clear underperformer at -1.46% for the week. Read more

2016 4th Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Monthly Newsletter
Monthly Investment Review: September 2016

Reviewing our domestic markets for September, large-cap equities struggled with the Dow Jones Industrial Average and S&P 500 Index ending the month down 0.5% and 0.12%, respectively. Read more

54631483 - accounting calculating mathematic economic finance working concept
Be a Math Teacher and Prepare Your ...

Published by Don Hagan and the Carson Institutional Alliance Investment Committee

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical. Read more

US News v2
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

Screen Shot 2016-07-22 at 9.23.43 AM
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.

Download Whitepaper

Estate Planning 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

    Blog post
  • Complex Financial Planning

    Published by Ben Goethel, Director of Wealth Enhancement, and the Carson Institutional Alliance Investment Committee

    Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best? Read more

    Weekly Market Commentary
  • Weekly Market Commentary October 10, 2016

    Global markets were generally down last week with European equities the clear underperformer. The MSCI Europe Index fell 1.36% last week, sliding further than the -0.34% posted by the MSCI All Country World Index ex-USA, an index that tracks both emerging and developed international markets. Read more