#USA #Omaha #Wealth Advisory #Carson Group #Jerod Wurm

Carson Group Partners with Roseville Advisors

In an exciting development for the financial advisory sector, Carson Group, a prominent wealth management firm with over $40 billion in assets under management, has announced a strategic partnership with Jerod Wurm, CFP®, and Casey Frye, CFP®, both managing partners at a Roseville, California-based advisory firm. This partnership not only elevates Carson Group's network but also emphasizes its commitment to delivering exceptional service to its clients.

Building on a Legacy

With the newly formed alliance, the Roseville advisory firm will be rebranded as Carson Wealth. This transition is not just about changing names; it represents a commitment to providing clients with expansive resources and superior advisory services. Casey Frye expressed the firm’s dedication to treating their clients like family, highlighting that many of their clients have been with them for over a decade.

Frye elaborated, "As part of our commitment to our clients, we recognized the importance of partnering with a company that would not only help us provide the best possible service today but also help us plan for tomorrow to ensure our legacy continues. What excited us about Carson was the opportunity to work with a like-minded firm that shares our values."

Enhanced Client Experience

As a part of Carson Wealth, clients will access an extensive array of tools and technologies that enhance their experience. This integration aims to streamline processes and improve planning efficiency, ensuring that clients benefit from a higher level of service. Burt White, CEO of Carson Group, underlined that the partnership epitomizes their philosophy of empowering advisors while meeting their needs and fostering continuity for clients.

White stated, "Our partnership with Jerod and Casey really exemplifies our entire philosophy in terms of how we partner with our advisors to meet their needs."

Focusing on Future Success

The discussions that led to this alliance began with a focus on current operational support but quickly shifted towards addressing future succession planning. Michael Belluomini, senior vice president of mergers and acquisitions at Carson Group, noted that the partnership exemplifies Carson’s flexible approach in meeting advisors' needs at every phase of their practice.

He remarked, "When we first met with Jerod and Casey, it was to discuss how Carson could be a great partner today, to help them grow and continue to enhance their boutique client experience. But we realized Carson could also help solve for the future of the firm and ensure that Jerod and Casey's clients continue to receive the independent advice they trust."

Conclusion

As Carson Group moves into 2025, with this formidably strategic partnership, it reinforces its status as a leading force in the wealth management industry. With more than 51,000 client families and a partner network comprising over 150 offices, including more than 50 Carson Wealth locations, this collaboration is poised to set new standards in client care and advisory excellence.

For further insights into Carson Group and partnership opportunities, visit their official website at Carson Group.