A couple of years ago, Paul West, managing partner at Carson Wealth, saw a gap in the market to better support business owners and executives. As a one-time business owner who still sees himself as an entrepreneur, he realized the need for a team approach to address the complex money management requirements of this group. 

Today, West, who has been ranked among Barron's Top 100 Independent Wealth Advisors and as a Best-in-State Wealth Advisor by Forbes, works with Carson private clients (CEOs, executives and multigenerational families) to do just that. A big part of the strategy is helping business owners transition to life outside the business. 

You can find show notes and other information at CarsonGroup.com/Framework.