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 partner and wealth advisor, Samuel Vande Weerd, CRPC®, the team will also include, Tricia De Haan, director of client services and Amy Fouch, director of marketing.
As Carson Wealth, the firm will now have access to industry-leading marketing, technology, compliance, investments, succession planning and mergers and acquisition support.
“Joining Carson Wealth will provide our team with additional resources to help us deliver an exceptional client experience and allow us to continue to nurture the trust and relationships we’ve built with families throughout our careers,” said Samuel Vande Weerd, CRPC®. “With this partnership, we are bringing clients the products and services that will serve them best and creating a beneficial work environment for everyone.”
“We work in a fast-paced industry. Constantly innovating for our client’s best interest facilitates the best service and results. Aligning with Carson will allow us the independence to do that and more,” added Vande Weerd.
The team provides clients with tailored wealth management, financial, investment and retirement planning services, and plans to add tax planning services in the immediate future.
“Our partnership with Carson will allow us to be truly entrepreneurial and nurture future growth. We now have a platform that can help us better meet the individual needs of all our clients, whether they are families just beginning their financial planning journey or are established high-net-worth clients who require more complex portfolio management solutions. With Carson behind our team, there is no ‘We can’t do that.’ It’s ‘How do we work with you to do that?’” Vande Weerd shared.
“Sam and his team share Carson’s commitment to putting clients first,” said Gregg Johnson, national sales director of Carson Group. “Our partnership gives them access to the tools and resources needed to grow their business, while providing the highest level of service for their clients. We are extremely excited to have Sam and this team join the Carson community.”