Las Cruces, New Mexico and El Paso, Texas – May 26, 2021 – Wealth Advisor Tom Chaney, MRFC®, AIF®, announced today that he is rebranding his two offices, one in Las Cruces, New Mexico and one in El Paso, Texas, to Carson Wealth, one of the fastest-growing financial services names in the country.
Chaney’s New Mexico and Texas locations specialize in helping individuals in or near retirement, small business, foundations and non-profit organizations. He has been in the industry for more than 30 years, and currently manages more than $50 million in assets.
In making the announcement, Chaney said, “I have followed Carson Wealth founder Ron Carson and his impact on the profession for decades. Ron’s philosophy of disclosure and transparency has been a model for my office, and I am thrilled that I can help move the Carson Wealth brand forward in the Southwest.”
He added, “I’m particularly excited that our firm will have access to industry-leading technology that will improve the client experience and free up my resources, so I can spend more time one-on-one with clients. This new partnership also empowers us with a stronger and deeper bench of tenured credentialed professionals and enhanced resources—including the addition of a dedicated Investment Committee, a Research Department, and Advanced Solutions Team and tax and estate planning professionals.”
Chaney will maintain active majority ownership in his practice and share in the responsibility for all strategic business decisions and operations in the Las Cruces and El Paso offices.
“Having been a part of the Carson Coaching program for several years, Tom has always shown a dedicated vision to growing and improving his business for his clients’ benefit,” said Ron Carson, Founder and CEO of Carson Group. “He is a tremendous addition to Carson Wealth nationwide and of course will continue to impact families in a positive way in the Southwest region,” he added.
Carson currently manages approximately $16 billion in assets and serves more than 37,000 families through its advisory network, including 26 Carson Wealth offices.
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.
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 LLC is under separate ownership from any other named entity.
1340 Picacho Hills Drive, Las Cruces, NM 88007 575.556.2463
Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities.