Kansas-based Integrated Wealth is the Latest Addition to Carson Wealth’s Growing Footprint
Carson Wealth announced the partnership of Overland Park-based, wealth management firm, Integrated Wealth. The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, …
Paul West & Michael David of Carson Wealth Honored in the 2023 Forbes Best-in-State Wealth Advisors List
Paul West and Michael David of Carson Wealth have been recognized in the 2023 Forbes Best-in-State Wealth Advisors list. This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to …
The Shobe Financial Group Merges with Carson Group
The Shobe Financial Group, a full-service financial planning and wealth management in Baton Rouge, Louisiana announced that is merging with Omaha-based, financial services firm, Carson Wealth. The 16-person team will continue to be led by partner and chairman, Ed Shobe, CFP®, CLU® and partn …
Carson Wealth Acquires Stake in its First Missouri Location
Minority investment helps firm’s vision to expand Carson Wealth is adding its first location in Missouri with the addition of Nevada-based White Ember Financial Planning. Carson is acquiring an equity stake in White Ember Financial Planning, which has $117 million in assets under management …
Carson Group Acquires $200M AUM Waltham Firm
Carson Group today announced the acquisition of Northface Capital Holdings, LLC, a full-service financial planning and wealth management firm with $200 million in assets under management. The Northface team, now led by Chris Tobey, sold its ownership in the firm to Carson for several reason …
Financial Planning for a Life on Purpose: Jamie Hopkins & Ron Carson Release New Book
Ron Carson, founder & CEO of Carson Group, and Jamie Hopkins, managing partner of wealth solutions, will release their latest book, “Find your Freedom: Financial Planning for a Life on Purpose” on November 22.
Pella Financial Planning Professionals Join Carson Wealth
A Pella financial planning and wealth management team has announced a new partnership with Carson Partners and the formation of a new Carson Wealth office, located at 702 Washington St. The Pella team brings decades of experience serving clients in the financial industry. Led by managing pa …
COVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Carson Group Adds $800M AUA Karn Couzens & Associates to Growing Partner Network
Karn Couzens & Associates, Inc., a full-service financial planning and wealth management firm with offices in Farmington and Wallingford, Conn. announced today that it is joining Carson Wealth. The 10-person team is led by managing directors and wealth advisors, Robert A. Karn, JD, LLM, …
Emerging Financially Healthy After a Gray Divorce
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
Tom Commander & Tim McNamara Join Carson Wealth’s Napa Office
Carson Wealth in Napa, California, announced that wealth advisor, Tom Commander and senior planner, Tim McNamara are joining Kent Kuhlmann’s team and adding to the firm’s expanding footprint in Northern California.
