Worsfold Wealth Management Announces Affiliation with Barron’s Hall-of Fame Firm, Carson Wealth

January 4, 2019 – Joel Worsfold, a top 10 Wealth Brokerage Services advisor based in Des Moines, Iowa, today announced he and his team at Worsfold Wealth Management have joined Carson Wealth – an independent, Barron’s Hall-of-Fame nationally ranked advisory firm. Mr. Worsfold made the decision to affiliate with Carson Wealth to offer clients greater resources, including a robust menu of services, as well an expanded team of professionals including CFAs, financial planners, legal and tax advisors, compliance services, marketing support and back-office operations. The decision to leave Wells Fargo was made to join a like-minded group of progressive advisors who are leveraging the latest in technology and to offer Worsfold Wealth’s clients a more compelling and responsive experience.

Mr. Worsfold will maintain active majority ownership of the firm and will remain as the strategic decision-maker for all business decisions and operations in the Des Moines office.

“Carson Wealth was really the only firm that culturally aligned with our mission and purpose for putting our clients at the center of everything we do,” said Mr. Worsfold. “This decision represents a monumental move to not only improve the financial health and stability of our business but the actual physical health of our team, including myself. We needed a trusted partner that could support us with better technology and a seamless experience, so we could serve our clients in the way we’ve always wanted.”

Under the new partnership, Worsfold and team now have the ability to leverage a digital platform that engages clients and articulates the intangible value of the advisor-client relationship. Carson’s technology and infrastructure provide a holistic view of a client’s financial plan and highlight important life milestones, while simultaneously holding advisors accountable to their action items and conveying full transparency to the client.

“Joel and his team have known us for more than a decade, and we couldn’t be more excited to add such a well-reputed advisor to our organization,” said Ron Carson, CEO and founder of Carson Group. “He’s making a transformative leap to go independent and truly serve his clients as a fiduciary. We look forward to 2019 together, as Carson Wealth begins a new chapter in Des Moines.”

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Wealth was recently added to the Inc. 5000 list of America’s fastest growing companies for the second consecutive year, the Forbes list of America’s Top Wealth Advisors, and a top-50 firm for Best Places to Work for Financial Advisors by InvestmentNews. Mr. Worsfold has been named one of the nation’s top 1,200 State by State advisors for 2018 by Barron’s, as well as recognized as a Five Star Wealth Manager in Des Moines.

About Carson Wealth

Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies and proactive, personal service.

Carson Wealth is headquartered in Omaha, Nebraska, with the mission to be the most trusted for financial advice. For more information, visit www.carsonwealth.com.

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