Carson Wealth

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601 State St
Southlake, TX 76092
+1 (817) 952-7260
http://www.carpionprivatewealth.com

Carpion Private Wealth, based in Southlake, TX, is an independent wealth management firm dedicated to helping clients build, manage, and protect their wealth. The team focuses on preserving wealth for seamless transfer across generations, emphasizing the importance of building a lasting legacy.

With a client-centric work ethic, the experienced wealth advisors at Carpion Private Wealth offer personalized services tailored to align with each client's unique financial goals and values. Their systematic approach and regular communications aim to instill trust and confidence, ensuring a comprehensive wealth management experience.

Founded by professionals with extensive experience in the financial industry, Carpion Private Wealth provides independent fiduciary services with a focus on family governance. By partnering with BNY Mellon | Pershing, a leading custodian with a long-standing reputation, they offer industry-leading technology and specialized solutions to help clients plan for a secure financial future.

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United States›Texas›Southlake›Carson Wealth

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