Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

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 Wealth was established in 2006 and primarily serves mid- to late-career executives and professionals. Led by Founding Partners and Wealth Advisors Karl V. Kimball, CLU®, ChFC® and Michael G. “Mick” Edwards, CIMA®, CRPC® the firm becomes the first Carson Wealth office in the state of Pennsylvania.

Kimball said the decision addressed a core concern of his–succession planning. “Prior to aligning our business with Carson Wealth, we could not address the concept of a succession plan for the purpose of bringing comfort to our clients in the event that we were suddenly not here to serve them.”

Not only does this move help Strategic Wealth Partners plan for the future, but it also allows their team of seven to better serve their clients in the present. Kimball and Edwards are eager for the scale of being served by a larger organization while retaining their small firm feel. They are excited to offer their clients in-depth tax and estate planning advice, trust services and cutting-edge portfolio management.

Edwards added, “Had we not made this important step forward, we would be in a reactive posture in relation to where the industry is headed rather than anticipating and even creating the change that the advisory space will inevitably experience after the Covid-19 pandemic and beyond. We feel like we are in the driver’s seat of the car now.”

Carson’s Founder and CEO, Ron Carson, said, “Karl and Mick’s team in Pennsylvania are such a great addition to the Carson Wealth network. They have run a trusted practice in a fashion consistent with our philosophy and approach for more than a decade now, and I can’t wait to see what they accomplish next.”

Carson currently serves more than 35,000 families across the United States.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

3 Key Financial Events to Watch In 2017

Published By Brett Carson Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to …

Is Your Financial Advisor a Fiduciary?

Published By Brett Carson Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years.

Ron Carson Joins Institute for the Fiduciary Standard Advisory Board

The Institute for the Fiduciary Standard has added four industry notables to its Board of Advisors, joining Vanguard founder John Bogle and Tamar Frankel, law professor at Boston University. The new advisory board members are former SEC Commissioner Luis Aguilar, noted advisor Ron Carson, a …

Carson Wealth’s New Strategy to Capture Assets

Carson Wealth Management, one of the industry’s most influential planning firms with more than $8 billion in client assets under management and advisement, is luring in big clients and small ones, too. The strategic shift amounts to nothing less than a sea change pushed by the furious …
1 2 3 14 15 16 17 18 26 27 28

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation