Carson Group Announces Partnership With $365 Million NorCal Team
Wealth advisory firm Carson Group announced a partnership with managing partners and wealth advisers Jerod Wurm, CFP, and Casey Frye, CFP – a Roseville, Calif.-based advisory with $365 million in assets under management. As part of the new relationship, the firm will rebrand as Carson Wealth.
“We treat our clients like family, which is why many have been with us for a decade or longer. As part of our commitment to our clients, we recognized the importance of partnering with a company that would not only help us provide the best possible service today but also help us plan for tomorrow to ensure our legacy continues,” said Frye. “What excited us about Carson was the opportunity to work with a like-minded firm that shares our values, and one that empowers us to remain true to ourselves.”
With the transition to Carson according to the partners, the pairs’ clients will have access to a broader range of resources, and advisers will have access to new tools and technology to make the client experience and planning journey seamless and more efficient.
“Our partnership with Jerod and Casey really exemplifies our entire philosophy in terms of how we partner with our advisers to meet their needs,” said Burt White, chief executive officer of Carson Group. “As strategic planners, they came to Carson Group looking for support with providing continuity to clients in the future.”
Like Carson Wealth Chicago, which transitioned to being wholly owned by Carson Group earlier this month, Wurm and Casey are looking forward to Carson’s support network and resources to simultaneously strengthen operations and focus on growth.
“Now, not only will they be able to provide that continuity, they will also have access to our extensive ecosystem of tools and resources to bolster the exceptional service their clients have come to expect, while continuing to manage the business they have built. This is what supported independence is all about,” added White.
Carson Group manages more than $40 billion in assets and serves more than 51,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations.
“When we first met with Jerod and Casey, it was to discuss how Carson could be a great partner today, to help them grow and continue to enhance their boutique client experience. But we realized Carson could also help solve for the future of the firm and ensure that Jerod and Casey’s clients continue to receive the independent advice they trust. That’s when we pivoted to also solving for succession,” said Michael Belluomini, senior vice president, mergers and acquisitions at Carson Group.
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