Carson Wealth's Ponte Vedra Beach office, operating under SEC-registered fiduciary Investment Adviser CWM, LLC (CRD #155344, SEC File #801-71931), delivers CPA- and CFP®-integrated private wealth management, retirement tax optimization, and legacy estate planning along the Highway A1A North corridor in Ponte Vedra Beach (32082). Led by Managing Partner & Wealth Advisor Scott Ernest Cadwell, CFP®, CPA (CRD #2300483, bringing over three decades of tax and fiduciary advisory experience), the practice serves coastal St. Johns County retirees, corporate executives, and medical professionals near Mayo Clinic Florida with institutional asset management, Vicar's Landing CCRC entrance-fee and tax-deduction analysis, multi-year Roth conversions, and trust wealth transfer strategies.
Official Verification Sources: SEC Investment Adviser Public Disclosure — CWM, LLC / Carson Wealth (CRD #155344); SEC IAPD Individual Profile — Scott Ernest Cadwell, CFP®, CPA (CRD #2300483); Carson Wealth Official Website — Ponte Vedra Beach Location
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-71931; SEC-registered fiduciary RIA operating at 822 A1A North, Suite 310, Ponte Vedra Beach, FL 32082.
Issuer: CFP Board / SEC / FICPA
Notes: Led in Ponte Vedra Beach by Managing Partner & Wealth Advisor Scott Ernest Cadwell, CFP®, CPA (CRD #2300483).
Factual details and direct answers about Carson Wealth (Ponte Vedra Beach Office — CWM, LLC)'s services, licensing, and credentials.
What credentials does Ponte Vedra Beach Managing Partner Scott E. Cadwell hold at Carson Wealth?
Scott Ernest Cadwell (CRD #2300483) holds both the Certified Financial Planner™ (CFP®) certification and the Certified Public Accountant (CPA) license, directing fiduciary wealth and retirement planning through SEC-registered CWM, LLC (CRD #155344, SEC File #801-71931) at 822 A1A North, Suite 310, Ponte Vedra Beach.
How does Carson Wealth in Ponte Vedra Beach help seniors planning a move to Vicar's Landing?
Because Vicar's Landing at Sawgrass and Vicar's Landing at Oak Bridge require substantial Continuing Care Retirement Community (CCRC) entrance fees and ongoing monthly service contracts, the team models portfolio liquidity, capital gains harvesting, and the IRS medical expense tax deduction associated with life-care contracts.
Where is the Carson Wealth office located in Ponte Vedra Beach?
The office is located in the Veranda / A1A financial corridor at 822 Highway A1A North, Suite 310, Ponte Vedra Beach, Florida 32082, just north of Sawgrass Village and PGA Tour Boulevard.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.