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  • Retirement Plan Consulting
  • About
    • Why Us?
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    • Roth vs. Traditional IRA Calculator
    • SECURE Act RMD Calculator
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Trimble Wealth Advisors
(913) 379-9600
7201 W. 129th Street
Suite 170
Overland Park, KS 66213

About

  • Why Us?
  • Frequently Asked Questions

Services

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Retirement Plan Consulting

Insights

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

carsonwealth

We proudly serve the following areas: San Diego, Temecula, Poway, Southlake, Alexandria, Colorado Springs, Walnut Creek, Overland Park, Olathe, Lenexa, Fort Worth, Parkville, Gladstone, Platte County, Nashville, Columbia, Paola, Raymore, Emporia, Raytown, Durham, Gilbert, Milton, Gardner, Salem, Baldwin City, Prairie Village, Pasadena, Las Vegas, Kalamazoo, Gainesville, Naples, Kaneohe, Marceline, Burnsville, Dousman, Taylors, Lee’s Summit, La Mesa, Oak Grove, Dulles, Pahrump, Haymarket, Blue Springs, and the following counties: Prince William County, Loudoun County, Linn County, Honolulu County, Collier County, Kalamazoo County, Los Angeles County, Douglas County, Oconee County, Santa Rosa County, Alachua County, Durham County, Lyon County, Cass County, Clay County, Miami County, Davidson County, Boone County, Riverside County, Tarrant County, Contra Costa County, El Paso County, Fairfax County, San Diego County, Dallas County, Maricopa County, Johnson County, Jackson County, Clark County, Dakota County, Waukesha County, Greenville County, Nye County, and operate in the states of Kansas, Missouri, Texas, California, Nevada, Arizona, Hawaii, South Carolina, North Carolina, Colorado, Michigan, Florida, Minnesota, Wisconsin, and Virginia.

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.

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.

Additional information about CWM, LLC and our advisors is also available online at https://www.adviserinfo.sec.gov or http://brokercheck.finra.org/ . 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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Copyright 2026 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.