You’re Ready for a Change, We’re Here for You
If you’re looking for solutions to succession planning, career growth, support or resources to help you grow faster, or selling your practice to a firm where clients are valued above all else – let’s see if we’re a fit.
We are currently seeking advisors in the Orlando, Winter Park, and the greater Central Florida area who fit any of the following categories:
- Retiring advisors looking for succession planning solutions
- New partners seeking to share equity/upside
- Advisors who are new to the profession and looking to take their career to the next level
Our Ideal Fit
The ideal fit will have experience in working with 50 or more clients with at least $30 million in total assets and a client size spanning $250,000 to $10 million. In addition, we provide clients with financial planning, estate planning, trust planning, and divorce and separation planning services, so we ask that anyone looking to partner with our firm have some level of experience in at least a few of these areas.
Advisors that need operations, admin, marketing and compliance support, Carson Wealth Orlando provides all of this so you can grow your practice the right way by focusing your time on your core competency, providing sound financial advice to the families you serve.
At Carson Wealth Orlando, we help advisors grow their careers, attract new clients, and deliver an outstanding client experience. Whether you’re looking for an opportunity to accelerate the growth of your practice or career, or simply looking to monetize and exit, we could be the right fit for you and your clients.
About Carson Wealth Orlando
Carson Wealth Orlando specializes in retirement planning and wealth transfer for high net worth individuals, business owners, medical professionals and families in the Orlando, Daytona Beach, Winter Park areas and beyond. Our advisors bring many years of industry experience to the table. We help guide clients toward their financial goals through careful planning and consideration.
About Carson Partners
We’re part of a larger network of advisors called Carson Partners. Our community brings service to a new level for our clients. Carson Partners receive best-in-class technology along with professional marketing, compliance, investment management and more so we can provide value without a doubt to our clients – and grow faster than the industry average.
The information included herein is for informational purposes and is intended for use by advisors only, not for public distribution. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.
Case Studies
See how a clear, common objective is the first step in the process – both for you and for your incoming partner. The journey is long and complex, and keeping your mutual destination in mind gives you focus for the long haul.
Frequently Asked Questions
How can Carson Wealth Orlando help me as an advisor grow?
We help mentor, operational support, and opportunities for equity. This allows you to focus on what you love – advising clients and building relationships!
What value does Carson Wealth Orlando provide to our advisors?
We provide leadership, professional development as well as assistance with the day-to-day needs in the areas of compliance, marketing, technology, and administrative.
Why is Carson Wealth Orlando interested in adding more advisors to the team?
We are always looking for talented advisors to add to the team. We see the value in inspiring advisors on how to operate in the most efficient and effective way. We are a team-oriented group focused on growth and providing a world-class experience for our clients!
How can Carson wealth Orlando help me with my succession plan?
We understand that the realization or decision to transition out of your practice can be an emotional one. We will develop an unique transition plan that speaks to your preferences and timetable. Whether you’re thinking about what do I do in the next five years or if you would like to get a plan in place immediately, let’s talk about how we can protect what your legacy, your family and clients.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Copyright 2024 Carson Wealth Management Group. All rights reserved. This content cannot be copied without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a registered trademark of CWM, LLC and may not be duplicated.
Additional information about CWM, LLC and our advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.