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Carson Wealth Affiliates Merges with 3 Southeastern Boutique Financial Services Locations
Thursday 13 February 2020

13 February 2020 - Nebraska, US-based financial planning company Carson Wealth has affiliated with three Southeastern boutique financial services companies that merged practices to bring advance planning to families, business owners and investors, the company said.
Terms of the transaction were not disclosed.
The addition of Cadwell Wealth in Florida and Sovereign Investment Group and Fulcrum Advisors in North Carolina will bring USD 182m in assets under management to the Carson network.
Carson Wealth serves clients through holistic financial planning, disciplined investment strategies and proactive, personal service.
Details
Date Published: 13/02/2020
Target: Cadwell Wealth in,  Florida and Sovereign Investment Group and Fulcrum Advisors in North Carolina 
Country: USA
Sector: Banking/Financial Services
Type: Merger
Financing:
Status: Closed
Vendor:
Buyer: Carson Wealth
Comment:
Terms of the deal were not disclosed

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