Carson Group Adds Avery Wealth as Newest Partner Firm
Michimich.com/10266802

Trending...
OMAHA, Neb., June 18, 2024 ~ Jackson, Mich. - In a significant move for both firms, Carson Group has announced the addition of Avery Wealth, Inc. to its expanding network of partner firms. Led by President and Wealth Advisor Dan Reese, CFP®, Avery Wealth is an independent wealth management firm that has been providing comprehensive services to individuals and families since 2003.

With $212 million in client assets under management, Avery Wealth has built a reputation for its commitment to personalized service and putting clients first. This aligns perfectly with Carson Group's values and vision, making the partnership a natural fit.

"We are thrilled to welcome Dan Reese and the Avery Wealth team into the Carson Group community," said Burt White, CEO of Carson Group. "Their dedication to their clients and their personalized approach mirrors our own philosophy. By joining forces with Carson, Avery Wealth will have access to our extensive resources and network, allowing them to focus even more on what they do best – helping clients achieve their financial goals."

More on Michimich.com
For Dan Reese, founder of Avery Wealth, joining Carson Group was an easy decision that will allow his firm to maintain its independence while enhancing the services it offers. "Our clients will continue to work with the same trusted team," Reese stated. "But now we will have access to Carson's incredible support and resources, which means better technology, improved processes, and ultimately better outcomes for our clients without sacrificing the personalized relationships they value so highly."

Gregg Johnson, National Sales Director for Carson Group, also expressed excitement about this new partnership. "The addition of Avery Wealth exemplifies our focus on partnering with growth-minded advisors," he said. "Dan and his team are driven by a vision of continual improvement and expansion, making them a perfect fit for Carson Group. We are excited to support their journey as they leverage our resources to achieve greater growth."

Carson Group currently manages $35 billion in assets and serves over 50,000 families through its network of 150+ partner offices. This partnership with Avery Wealth marks another milestone in the company's growth and expansion.

For more information about Carson Group and its services, visit www.carsongroup.com.
Filed Under: Business

Show All News | Report Violation

0 Comments

Latest on Michimich.com