Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future GrowthOmaha, Neb., Sept. 18, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM.
Carson Group Strengthens Leadership and Expertise with Key Industry HiresOmaha, Neb., Sept. 04, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced the addition of four experienced leaders to its growing team, reinforcing the firm’s commitment to delivering top-tier talent and resources to its advisors and clients nationwide.
Carson Group Launches Private Client Services to Elevate High-Net-Worth Advisory OfferingNew program empowers advisors to serve high-net-worth clients with personalized, high-impact financial strategies
Carson Group Acquires Carson Wealth Location in Doylestown, Pa.Expanded relationship supports new business initiatives and opportunities for growth
Carson Group Welcomes Cara Williams to Board of DirectorsOmaha, Neb., July 23, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced today the appointment of Cara Williams to its Board of Directors. Drawing on her deep experience in wealth management, Williams will serve as an advisor to the Carson management team, helping to drive highly-practical, relevant and value-added outcomes.
Carson Group Continues Expansion With Acquisition of Colorado Advisory Aveo CapitalAveo Capital will become wholly owned by Carson Group under current leadership team
Carson Group Fully Acquires Jacob William Advisory in MarylandExpanded relationship supports new business initiatives and opportunities for growth
Carson Group Fully Acquires Carson Wealth Office In Salt Lake CityExpanded relationship supports new business initiatives and opportunities for growth
Carson Group Strengthens Colorado Presence with Acquisition of Wambolt & AssociatesOmaha, Neb., June 10, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), today announced the acquisition of Wambolt & Associates, a wealth advisory firm based in Littleton, Colo. Led by Founder and Managing Partner / Wealth Advisor Greg Wambolt, the team manages approximately $570 million in assets.
Carson Group Expands Relationship with Sarasota AdvisorySRQ Wealth to become wholly-owned by Carson Group under current leadership team
Three Essential Pillars for Female Financial Advisors Identified in Carson Group’s 2025 State of Women in Wealth Management ReportAnnual Report Highlights How Many Female Financial Advisors Prioritize Client Satisfaction Over Traditional Metrics to Redefine Success
