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Brian Armstrong, CFP, Wealth Advisor

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Brian Armstrong, CFP, Wealth Advisor

Brian is a CFP® Professional and a Managing Director, Partner, and Wealth Advisor with Carson Wealth

Securities and advisory services offered through Cetera Wealth Services LLC, a broker/dealer and a Registered Investment Advisor, Member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Wealth Services LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Wealth Services or CWM, LLC and have not been reviewed by Cetera Wealth Services or CWM, LLC as to accuracy or completeness.

11/03/2026

October brought a modest market decline, but market breadth was strong.

With seasonally bullish months ahead and signs of extreme pessimism, the stage could be set nicely for a rally. Read this week's market commentary for a closer look at what’s shaping the markets: https://bit.ly/4zyzRwP

10/31/2026

Investment strategy isn’t about finding a perfect answer. It’s about building an approach you can stick with.

Understanding your comfort level with risk can play a critical role in how portfolios are built, adjusted, and maintained over time. This quick quiz helps bring that into focus.

Get started here: https://bit.ly/4e2dl6S

10/30/2026

Have you heard of the widow’s penalty? When one spouse passes, the surviving spouse could be facing a higher income tax burden when transitioning to the Single filing status. This could also mean higher Medicare premiums.

The widow’s penalty is one of eight planning considerations every pre-retiree should be thinking about. Check out our full list here: https://bit.ly/4yJEzXg

10/28/2026

Business owners need a team. You know, those people in your corner helping you work ON your business while you work IN your business.

They’re the ones who can help you position your business for growth while also planning for a successful and profitable exit when you're ready to step away.

Ready to build that team for yourself? See who should be on it: https://bit.ly/4ip93aZ

10/26/2026

We’ve heard the complaints about lack of breadth in the market—too few stocks are driving recent rallies.

Well, now we have more breadth. But is it a good thing? Get our insights in the latest Market Commentary: https://bit.ly/4ByRC0C

10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://bit.ly/3noZ50Y

10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://bit.ly/4bK8zYt

10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.

Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them: https://bit.ly/3PUadP4

10/19/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary: https://bit.ly/4i2qs9i

10/17/2026

Roth or traditional IRA?

It may sound like a simple choice, but current contribution limits and factors such as your age can affect which options are available to you.

In just a couple minutes, our calculator will show you which combination of IRA contributions—Roth, traditional tax-deductible, and traditional non-deductible—your household is allowed to make. https://bit.ly/3DSygqB

Address

601 State Street, Suite 425
Southlake, TX
76092

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 3pm

Website

https://www.carsonwealth.com/locations/southlake-tx-state-st/

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