Art of Wealth Management Celebrates Grand Opening

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Reno, Nevada (March 4, 2022)Art of Wealth Management, an independent registered investment advisor (RIA) in Reno, Nevada, celebrated its grand opening in March 2022.

Founded by wealth advisor Steve Rose, CFP®, and located at 410 California Ave., Suite 200, Rd., Art of Wealth Management will provide comprehensive financial planning services to individuals and businesses in and around the Reno area.

“Watching the hard work my clients put into earning their financial freedom inspires me to match their energy by creating a plan that maximizes their efforts,” said founder and wealth advisor Steve Rose. “Seeing clients enjoy their retirement, send their kids to college, buy their dream vacation home, sell their business or create a legacy drives me to do what I do every day.”

Art of Wealth Management will also be part of Carson Partners, a community of over 120 professional advisory firms across the U.S.

“Art of Wealth Management has been a firm in the making for over 16 years,” said Rose. “In my previous roles, I always felt that something was missing from the culture in the firms I’ve worked with. With the creation of Art of Wealth Management and our affiliation with Carson Group, I will be able to focus on delivering an extraordinary client experience and bringing to life what every client deserves, their own financial masterpiece.”

With the partnership, Rose will have access to Carson’s industry-leading technology solutions and the support of a bench of credentialed professionals and enhanced resources including dedicated investments, research, planning, tax and estate planning teams. Additionally, Art of Wealth Management will remain independently owned, with Rose continuing to be the strategic decision-maker for all business and operational decisions.

“Steve has been part of our Carson Coaching network for many years and understands the value of creating a client-centered culture,” said Ron Carson, founder and CEO of Carson Group. “Steve is committed to serving clients with trust and integrity, our collaboration will allow him to deliver the highest level of service. and have access to the latest technology and a range of resources. We are here to support Steve and we look forward to working with him to grow Art of Wealth Management and to help him serve clients for generations to come.”

Recognized for four consecutive years on the Inc. 5000 list, Carson Group is one of America’s fastest-growing companies. Carson currently manages $20 billion in assets and serves more than 40,000 client families across the United States. For more information, visit www.carsongroup.com.

About Carson Group

Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses — Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations.

 

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