Posted on September 20, 2021
By Ron Carson Will you still be relevant when you’re no longer working? That’s something many people wonder as they near retirement. While the simple answer is yes, you may find that the toughest audience to convince is yourself. That’s because grieving the loss of a workplace identity is f …
Posted on July 14, 2021
Carson Group, one of the fastest-growing financial technology and services firms in the country, today announced that it has received a strategic investment from Bain Capital, valuing the business over $1 billion.
Posted on May 28, 2021
Las Cruces, New Mexico and El Paso, Texas – May 26, 2021 – Wealth Advisor Tom Chaney, MRFC®, AIF®, announced today that he is rebranding his two offices, one in Las Cruces, New Mexico and one in El Paso, Texas, to Carson Wealth, one of the fastest-growing financial services names in the country.
Posted on January 4, 2021
DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that it is joining the Carson Wealth brand. Managing $200 million in assets, Strategic …