Our Story

Art of Wealth Management has been a firm in the making for over 16 years.


In previous roles as associate advisor and partner, our founder Steve Rose, always felt something was missing from the culture and vibe of the firms he worked with.  With the creation of Art of Wealth Management and the partnership with Carson Wealth Management, the focus will be on delivering an extraordinary client experience from a team working in a thriving environment. By creating an impactful trusted relationship through modern integrated technology, support from a world class team of experts, and top tier resources in every area of financial services, Art of Wealth Management will be able to deliver what every client deserves, their financial masterpiece brought to life.

Our Approach

Effective Game Plan

Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.

Advice in Common Language

It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.

Straightforward Fees

You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.