CarsonAllaria Wealth Management
2246 South IL Route 157, Suite 225
Glen Carbon, IL 62034
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Hours of Operation8:00am - 5:00pm
We are an independent, Registered Investment Advisor (RIA) located in the Edwardsville/Glen Carbon area, serving the Metro East and St. Louis areas. We believe in a team-based approach to wealth management and financial planning. Our team of advisors acts as fiduciaries, operating with full transparency as we guide you in making the best decisions for you, your family, or your business.
At CarsonAllaria Wealth Management, we take every client’s financial wellbeing as seriously as our own. We believe in hard work, strong leadership, and solid planning. The wealth you’ve accumulated deserves to be managed with honesty and integrity, by a team that is dedicated to helping you build your best financial life.
We work with clients who desire to find a partner in managing their wealth and who value the benefits of having a solid financial plan. Whether you are retired or within 10 years of retirement, or you have accumulated wealth, we can provide a high level of value, becoming a trusted advisor in helping you with all aspects of your financial life. We have had the pleasure of working with clients from all professional backgrounds, but have especially gained an expertise in working with business owners and medical professionals.
Our main goal is to make your life easier. We will take the lead on your financial life, helping you get organized and coordinating with your tax and estate planning professionals. Our team will analyze and make recommendations for your retirement plan, your risk management plan, and your portfolio. Our mission is to make sure that you are as financially efficient as possible. We manage your wealth, so you can enjoy it.