Tax-Focused Team With $300M AUM Joins Carson’s Great Lakes Location
Wealth advisory Carson Group announced that senior wealth advisers Greg Diamond and Neil Cohen of GCD Advisors have moved to Carson Wealth, joining the firm’s Great Lakes-area office led by Mark McCallum, managing partner. Diamond and Cohen serve approximately $300 million in assets under management.
For more than two decades, Diamond and Cohen have built a virtual wealth management practice serving mid- to high-net-worth clients throughout the Chicagoland area and around the nation. They began their careers as certified public accountants, integrating deep tax expertise into their advisory process and offering not only tax planning, but also tax preparation – a less common value-add in the wealth management space.
“We’ve always run a very high-service, operationally efficient office that clients love,” said Diamond. “The move to Carson Wealth is part of our long-term succession strategy to align with a firm with a deeper bench of expertise and diverse group of advisers. Now, with Carson’s scale, we can offer a broader range of resources, enhanced solutions, and best-in-class tools that our clients have never had before.”
Cohen added, “This transition allows us to gradually step back from day-to-day operations, leaving that in the hands of Carson’s broader team, so that we can focus on what we enjoy most – building relationships and delivering results. Our clients value collaboration, and Carson’s culture of partnership makes this an ideal fit.”
Based in Palatine, Ill., Carson Wealth – Great Lakes has a team of wealth advisers and client service professionals who work together to simplify the complex, deliver highly personalized wealth management, and support multigenerational families. Cohen and Diamond’s extensive tax background will allow the firm to deliver greater value at a local level.
“Carson Group’s growth strategy is rooted in partnering with advisors like Neil and Greg, who share our relentless focus on delivering extraordinary client experiences, then equipping them with the resources, technology and back-office infrastructure to deepen relationships and build lasting legacies,” said Gregg Johnson, Carson Group national sales director.
Recently, Carson Group expanded its offerings for advisers with the launch of private client services, a suite of white-glove solutions designed to help Carson advisers serve and retain high-net-worth clients. Also, it fully acquired the Carson Wealth location in Doylestown, Pa. This move marked Carson’s 30th wholly owned office nationwide. The Doylestown team, which serves approximately $353 million AUM, is led by Mick Edwards, managing partner and wealth adviser.
Carson Group manages over $45 billion in assets under management and serves more than 54,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations.
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