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Mountain Lake

Wealth Management

Premier portfolio management paired with actionable guidance from our advisory team. Get quarterly coaching for your specific life circumstances as you gain momentum and face new challenges in your wealth-building journey.
Click to schedule your complimentary financial strategy session and to see our value in action

Superior Investment Return Objective

Objective, Fiduciary Advice

No Commission Fee Structure

Institutional, Third-party Custodians

Exclusive, Client-only Digital Tools

Data-driven & Time-tested Strategies

Continuous Rigorous Investment Research

A World-class Investment Team

Wealth Management Benefits

Premier Portfolio Management

1-Page Plain-English Financial Plan

Advisor Q&A (Every Quarter)

Expert Visual Money Guides (150+)

Annual Financial Checkup (1 hr.)

Actionable Financial Reports

Create Your Fortified Estate Plan

Borrow Against Your Investments

Financial Automation Strategies

Vision, Values & Goals Writing

Stock Options (RSUs, ISOs, NSOs)

Employer Benefits Planning

Secure Client Portal

Elements Financial Monitoring App

Life Fulfillment Map

Proactive Financial Monitoring

Annual Tax Planning

Quarterly Progress Reports

Financial Mastery Course Library

Retirement Planning

Family Support & Education

Advisor Email Support

Budget & Cash Flow

Protection Planning (Ins & Risk)

Debt Management Strategies

Exclusive Banking Discounts

Click this icon to learn more about each benefit

Wealth Management Pricing

A professional is expensive. An amateur costs a fortune. There is nothing more expensive than cheap advice.
Billing Frequency
Initial Strategy & Setup Fee
One-time New Client Fee
Investment Assets Under Management (AUM)
0.125% of AUM
Billed Monthly

Your Steps to Build a Life You Love


Organize Your
Financial Data

Seamlessly share your essential financial data with our team so we can understand your current situation and build your strategy and action plan to get you to where you want to go.
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Purposefully write your goals using your custom-built Life Fulfillment Map to clarify what's most important to you and why. Integrate your life and money plans to ensure your money maximizes your fulfillment, not just your net worth. Remember, success without fulfillment is the ultimate failure.
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Write Your
Financial Goals


Assess Your

We'll distill complex concepts into actionable strategies with our hundreds of flowcharts, checklists & guides built by financial planning experts. We continually create, add, and update our charts to serve our clients best.

Plan Your
Wealth Strategy

We'll filter all the information and data into one powerful, easy-to-understand document. This document will display big goals,  prioritized action items, your financial purpose statement, and vital financial health information. It's magical!


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to Achieve

Hit your goals and manage your finances in minutes, not hours each month. Our valuable financial systems take significant stress away from remembering to save and invest consistently. Through our automated financial systems, creating your wealth becomes a certainty, not a lottery.
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Invest with

With a deep understanding of your finances, it's time to put our world-class investment team to work for you. We'll use our data-driven and time-tested strategies aiming to manage and grow your wealth strategically.
Wealth management process - Carson Capital

Your Progress

"If you can't measure it, you can't manage it." Our industry-leading technology allows you and our team to seamlessly measure your most critical financial indicators to ensure we're on track or to highlight areas of improvement that need our attention.

Sample Progress Report


Your Advisor

Every quarter, we'll set aside time for your top questions. This is your chance to get all your questions answered by the Carson Capital team. We invite you to ask us questions specific to your finances, in which case you'll get a private response from us or ask broader questions on anything finance that we can answer for all of our clients. 
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Gain peace of mind knowing a team of experts is monitoring your financial vitals and always looking for ways to improve. We believe our proactivity makes a massive difference in your total financial success because there are generally significant opportunity costs when reacting instead of anticipating and acting in finance.
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Create Your
Estate Plan

Estate planning is an essential part of completing your financial plan. We've partnered with a five-star national estate planning firm that makes estate planning easy and accessible
Create Your Estate Plan in Minutes - Carson Capital



Financial Topics

Access expert course videos, webinars, templates, and tools for your top financial needs based on real-life systems used by our high net worth and ultra-high net worth clients.
Master Important Financial Topics - Carson Capital

Checkup on Your Financial Health

Life changes and your plan needs to as well. An initial plan sets you in the right direction, and regular reviews and adjustments keep you going in the right direction to reach your long-term goals.
Video Call with your advisor - Carson Capital



Your Advisor

Contact our helpdesk via chat or email and get a response within 48 business hours. If deeper analysis is required with personalized advice, we'll add your question to the queue for the quarterly Q&A session. We'll connect you with an advisor during their open office hours if it's urgent.
Ask an Expert - Carson Capital


We often avoid taking action because we think "I need to learn more," but the best way to learn is often by taking action.

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Ready to become a client?

It's time to create the freedom to live without the thought of money.

Parents and Daughter

Build a Life You Love

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