Paul M. West

Having built countless relationships with individuals and families all over the country, I hold the leadership role as Managing Partner of Carson Wealth Management. My role as a wealth advisor within a Barron’s top 10 independent advisory firm helps me let our clients live life by design not by default.

Working with people to help them achieve their lifelong dreams and financial goals excites me every day. Guiding our clients to make sound financial decisions all while serving as an Executive Leader of the Carson enterprise allows me an unprecedented opportunity to be bifocal – and it’s this perspective that makes my role in our organization so enjoyable and fulfilling. 

Paul formally was the Managing Director of Peak Advisor Alliance. He has a distinguished career in business development, practice management, and executive leadership. Paul is responsible for Peak Advisor Alliance’s day-to-day operating activities, including revenue/sales growth, and the development and execution of strategic initiatives and new business. Under his leadership, Peak Advisor Alliance will continue to develop state-of-the-art, next generation coaching and training for advisors to remain on the forefront of best in class training and coaching. Before joining Peak Advisor Alliance, Paul spent over 14 years in the financial services industry. He was most recently a senior executive at a niche-focused RIA in the CPA market space. Paul focused on driving Business Development in Recruiting and Strategic Relationships for the firm. He spent most of his time interacting with the firm’s partner relationships to drive business development, bottom and top line growth, and synergistic profitability for all. Paul also led the design and development of the firm’s Asset Management Program, and was responsible for leading the insurance agency division at the company. He oversaw the business plans, strategies, and operations for all the divisions of the firm. This included the daily interaction in managing, operating, and building each RIA equity interest for the firm. Paul also spent more than nine years in leadership positions at a large broker/dealer, Securities America, Inc., where his responsibilities included branch development, recruiting, retention, technology, consulting, and operations. In the CPA industry, he previously worked with Capital Professional Advisors which specializes in helping CPAs provide financial services to their affluent clients, and served on its board of directors.