Signal Wealth Advisors Rebrands to Carson Wealth

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Salt Lake City, Utah (Feb. 9, 2022) — Signal Wealth Advisors, a full-service financial planning and investment firm based in Salt Lake City, announced today that it is rebranding to Carson Wealth. The 14-person team, led by managing partners and wealth advisors Duane Toney CPA, PFS and Thom Hall CFP®, ChFC®, currently manages $250 million in assets.

Since joining Carson Partners in 2017, Signal Wealth has experienced tremendous growth and has been able to better serve its clients by having the backing of Carson’s industry-leading financial planning solutions.

“Carson’s industry-leading technology has helped streamline our clients’ digital experience, made it easier for them to visualize their financial plans, access their investments and communicate with our team,” said Duane Toney.

“By taking the next step to rebrand as a Carson Wealth office, we not only have an ownership interest in each other’s firms, but we are now better positioned to grow and add additional advisors to our team,” added Toney.

“By aligning ourselves with the Carson brand we have the peace of mind in our firm’s legacy,’ said Thom Hall. “We now have a strong succession plan in place for our clients and know they will continue to be cared for by our team for generations to come.”

“Additionally, Carson’s extensive network offers a robust succession solution that supports our existing team, anticipates client needs and reinforces the work we’re committed to doing for our clients. We believe we are now even better positioned to look toward the future with renewed confidence.”

Duane Toney started the business that later became Signal Wealth in 2002. Since then, Toney has helped affluent families, business owners, entrepreneurs and executives in the Salt Lake City area focus on investment management, tax minimization and wealth protection.

Thom Hall founded Thom K. Hall Financial Group in 2000 and combined forces with Signal Wealth in 2018. He has been advising clients on how to protect and manage wealth for over 25 years.

“Our decision to partner with Thom & Duane came from a mutual desire to serve their clients well, expand their resources and support and help them continue to grow,” said Ron Carson, CEO and founder of Carson Group. “We are proud to add them to our team and we look forward to growing our presence in Utah.”

As with other advisors who have affiliated and rebranded as Carson Wealth offices, Toney and Hall will maintain active majority ownership of the firm and will remain the strategic decision-makers for all business decisions and operations in the Salt Lake City office.

Carson currently manages $20 billion in assets and serves more than 40,000 families through its advisory network, including 35 Carson Wealth offices. For more information, visit www.carsonwealth.com.

 

About Carson Wealth

Founded in 1983, Carson Wealth is one of the fastest growing financial services firms in the country, 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.

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Cetera Advisor Networks is under separate ownership from any other named entity.

6955 S Union Park Center, Ste 250, Midvale, UT 84047

 

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Carson Partner Bender Financial Services Rebrands to Carson Wealth

HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advanta …

Anna Fagan Joins Carson Wealth, Expanding Firm’s Services in the D.C. Metro Area

Washington, D.C. – June 1, 2020 – Anna Fagan, AWMA®, a wealth advisor with 20 years of experience, today announced her decision to affiliate with Carson Wealth to evolve her practice and scale her business with technological advancements offered by the firm. Fagan will also gain access to C …

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

10 Common Estate Planning Mistakes (and How to Avoid Them)

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.

1 2 3 4 5 6 26 27 28

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

TweetsFollow Us