Carson Group's Strategic Acquisition to Boost Orlando Wealth Management Operations

Carson Group, a prominent player in the wealth advisory sector, known for its impressive portfolio of nearly $41 billion in assets under management, has taken a significant step towards expanding its footprint by acquiring its Orlando branch of Carson Wealth. This acquisition reflects not only a financial transaction but also a strategic decision to enhance the operational efficiency and service quality offered to clients in the Florida region.

A Strategic Move

Scott Cadwell, a seasoned financial advisor who founded the practice back in 1989 under the name Cadwell Wealth, transitioned to Carson Group in 2018, rebranding it as Carson Wealth. Under his leadership, the Orlando office has successfully managed $150 million in assets, establishing a reputation for excellence in client relationships.

Burt White, CEO of Carson Group, expressed excitement about this acquisition, highlighting Scott's long-standing commitment to building a supportive and innovative community. He noted that this partnership aligns with Carson Group's vision of providing unparalleled client service while fostering growth opportunities for advisors. This acquisition marks a significant chapter in the ongoing evolution of Carson Group's national presence, adding strength to its already solid foundation.

Enhancing Resources and Opportunities

The integration of new technologies and resources through this acquisition is expected to be a game-changer for Cadwell and his team. With the backing of Carson's operational infrastructure, they will be better positioned to expand their services and potentially explore new locations across Florida and beyond.

Cadwell articulated his long-term vision for creating a