Carson Stoltz is a Financial Advisor and Asset Manager with Clear Direction Investments, a Scottsdale-based financial advisory firm serving clients in Phoenix, Arizona and nationwide. He works with business owners, high-income professionals, and families to help reduce tax exposure, optimize investment strategy, and build comprehensive financial plans designed for long-term success.
Carson specializes in integrating investment management with proactive tax planning and retirement strategies. Rather than treating these areas separately, he focuses on how each decision impacts the overall financial picture. His approach is centered on helping clients keep more of what they earn, make informed decisions with their capital, and maintain a clear direction for the future.
He began his career with Clear Direction Investments in 2019, initially supporting operations and client service while helping develop internal systems and processes. As his role evolved, Carson transitioned into financial planning and asset management, where he now works directly with clients to design and implement customized strategies.
Carson’s work extends beyond traditional portfolio management. He advises clients on retirement planning, tax strategy, and legacy considerations, and incorporates alternative and tax-advantaged investments when appropriate. These may include Delaware Statutory Trusts within 1031 exchanges, private real estate, oil and gas partnerships, private equity and lending. Each recommendation is made with a clear purpose and aligned with the client’s objectives, risk tolerance, and time horizon.
A key component of Carson’s process is his data-driven approach to navigating market cycles. He utilizes a proprietary economic and recession indicator model to provide perspective during periods of uncertainty and to support disciplined decision-making. His focus remains on long-term fundamentals, risk management, and consistency through changing market environments.
Carson is known for his accessibility, responsiveness, and commitment to personal service. He believes strong communication and ongoing education are essential to successful planning, and works closely with clients who value a thoughtful, long-term approach to managing their wealth.
An Arizona native, Carson graduated from Northern Arizona University in 2018, where he served as Head Manager for the men’s basketball program. He married his wife, Nicole in early 2026, and enjoys spending time with family, following Phoenix sports, and cooking in his free time.
