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  • Apple Employees
  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Estate Planning
    • Tax Planning
    • Private Client Services
  • About
    • Why Us?
    • Our Team
    • Our Story
    • Our Process
    • FAQs
    • Events & Webinars
  • Insights
    • Your Money
    • Your Business
    • Your Retirement
    • Your Legacy
    • Your Freedom
    • Market & Investments
    • In the News
  • Tools
    • Risk Survey
    • Retirement Readiness Quiz
    • SECURE Act RMD Calculator
    • 401(K) CALCULATOR
    • Roth vs. Traditional IRA Calculator
    • College Readiness Quiz

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Pesta & Pesta Wealth Management
(408) 227-2700
20370 Town Center Lane
Suite 254
Cupertino, CA 95014

About

  • Why Us?
  • Our Story
  • Our Team
  • Our Process
  • Events & Webinars

Services

  • Apple Employees
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Private Client Services

Insights

  • Your Money
  • Your Business
  • Your Retirement
  • Your Legacy
  • Your Freedom
  • Market & Investments
  • In the News
Client Login Client Summary

carsonwealth

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data,rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factorslike revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 37,725 nominations received, based on thresholds –15,854 invited to complete online survey – 13,114 telephone interviews – 2,085 in-person interviews at Advisor’s location, and 619 web-based interviews. InvestmentNews Icons & Innovators: Awarded to Ron Carson (2016): Investment News Icons and Innovators award recipients were selected based on the broad definition of, those who have conceived new ideas and tools that have propelled the industry forward. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

CWM, LLC is an SEC-registered investment advisor located in Omaha, NE. CWM, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients.

Copyright 2024 CWM, LLC. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.

Additional information about CWM, LLC is also available online at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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