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Tray Wiltse

Managing Director, Wealth Advisor

Carson Wealth Management Group

United States, Kansas, Leawood

About Me

Inquisitive, patient and detail-oriented, Tray Wiltse stands apart in a sea of financial sameness. His motto of “listen before he leads” allows him to advise clients’ financial goals, business planning, acquisition, trust, estate planning, and beyond. As an experienced wealth advisor with a family-first mentality, he guides high-net worth individuals and families through tactful financial moves to help protect their wealth for generations to come. Backed with an entrepreneurial mindset, he finds joy in advising entrepreneurs and families in navigating the unknown waters of financial risk and security. Each approach is tailored to the client’s needs and seeks to ensure their goals are atta

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Profile Information

Managing Director, Wealth Advisor

Carson Wealth Management Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Leawood

Kansas

United States

Sep 6, 2024

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