Neal McGrath, AIF

06/12/2026

It was great having Eliteprivatecare with us! 🙌
They support individuals and families during periods of increased demand, transition, or as part of an intentional approach to maintaining a well-functioning home, allowing daily life to continue with ease and fluidity.
So grateful for partners like this who help our clients and their families navigate life's transitions with confidence and care. 💛

06/12/2026

💼 Episode 6 of our Business Owner Series is here!

Did you know there are more than 14 million women-owned businesses in the United States?

Whether you're a business owner, the spouse of a business owner, or involved in a family business, your role plays an important part in shaping the future of both the business and the family behind it.

In this episode, Nicole French Szakos discusses the importance of planning ahead, protecting what you've worked hard to build, and creating a strategy that supports your goals for the future.

From business growth and succession planning to long-term financial stability, thoughtful planning can help turn today's success into a lasting legacy.

▶️ Watch now to learn how women can take an active role in protecting and growing the businesses they help lead.

06/11/2026

☀️ Summer in Pittsburgh just looks a little different from up here.

Blue skies, city views, and a reminder to take a moment to appreciate where you are and how far you've come.

We’re grateful to serve our clients in a city we’re proud to call home.

06/09/2026

Network. Learn. Grow. Watch the Cubs. ⚾🏙️
Our team just got back from the Carson Quarterly Partner Summit in Chicago — and we're fired up for what's ahead. 🔥
Better connections = better outcomes for our clients. Always.

06/05/2026

💼 Episode 5 of our Business Owner Series is here!

This week, John McGown, Wealth Advisor, shares insights on how business owners can think beyond day-to-day operations and focus on building long-term financial success.

As a business owner, your company is often one of your largest assets. Having a strategy that connects your business goals with your personal financial goals can help you create more opportunities, reduce uncertainty, and prepare for the future.

In this episode, John discusses the importance of thoughtful planning and how business owners can make informed decisions that support both their business and their wealth.

▶️ Watch now to learn how a strong financial strategy can help you protect what you've built and plan for what's next.

06/04/2026

We're excited to see our own John McGown featured in the Lebo Beat's new Lebo Financial Answers column! 🎉

Financial questions can feel overwhelming, but having access to trusted guidance can make all the difference. In this month's column, John shares insights on how to avoid an unexpected tax bill and stay proactive with your financial planning.

Be sure to check out the May issue and submit your own personal finance questions for a chance to be featured in a future edition.

Ask the Advisor

06/03/2026

What an incredible weekend! ⚾❤️
Our very own Nicole and her family participated in the Pirates Charities Family Walk at PNC Park, supporting mental health programming right here in our community.
They even got to meet Pirates legend Steve Blass and top prospect Konnor Griffin! Bates's face says it all. 🥹
Proud of Nicole for showing up for such an important cause. Mental health matters — on and off the field. 💛🖤

06/02/2026

"I was looking for a wide range of skills, knowledge, and competencies, and a team that gave me an edge in an ever-changing investment landscape, BUT who also knew my name and was invested in me. "

This client came to us after decades of managing their own investments and after trying other firms. What they found at Carson Wealth was different: a team that knows your name AND knows your goals.

We don't just manage portfolios. We invest in people. 🙌

05/29/2026

Episode 4️⃣ of our Business Owner Series is all about bookkeeping!

Strong bookkeeping helps business owners stay organized, understand cash flow, and make smarter financial decisions. Whether you’re growing your business or preparing for the future, having clean financials is key.

Watch now to learn why bookkeeping matters more than you think. 📊

05/26/2026

First place. Trophies in hand. Smiles for days. 🏆😄
So proud to sponsor the Pirates and watch these kids compete at the Avonworth Tournament this weekend. Gabriel and his teammates gave everything they had — and it paid off.
At Carson Wealth, investing in our community is just as important as investing in your future. Moments like this are why. ⚾❤️