OMAHA,
Neb., June 18, 2024 /PRNewswire/ -- Carson
Group announced today that Dan
Reese, CFP®, of Avery Wealth, Inc., an
independent wealth management firm based in Jackson, Mich. has joined Carson Group's
expanding network of partner firms. This partnership marks a
significant milestone for Avery Wealth, enhancing its ability to
deliver unparalleled service and innovative solutions to
clients.
"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 commitment to providing highly personalized
service and always putting clients first aligns perfectly with our
values and vision. By tapping into Carson's expansive resources and
network, Avery Wealth can focus even more energy on what they do
best – helping clients achieve their most important financial
goals."
Led by President and Wealth Advisor, Dan
Reese, CFP®, Avery Wealth manages $212M in client assets and has a dedicated team
advisors and client services staff. Founded in 2003, Avery Wealth
is an independent, fee-only firm dedicated to providing
comprehensive wealth management services to individuals and
families. While joining Carson Group's network of partner firms
across the United States, Avery
Wealth will maintain its independence, brand, team and personal
approach to serving clients.
"Joining Carson Group was an easy decision that allows us to
stay true to our values while enhancing the services we offer,"
said Dan Reese, founder of Avery
Wealth. "Our clients will continue to work with the same trusted
team, but now we will have access to Carson's incredible support
and resources Carson Group provides. This partnership means better
technology, improved processes, and ultimately, better outcomes for
our clients without sacrificing the personalized relationships they
value so highly."
Gregg Johnson, Caron Group's
National Sales Director, added, "The addition of Avery Wealth to
our network exemplifies our focus on partnering with growth-minded
advisors. 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 more than 50,000 families
among its advisory network of 150+ partner offices. For additional
information, visit www.carsongroup.com.
About Carson Group
Founded in 1983, Carson Group
serves financial advisors and investors through its three
businesses -- Carson Wealth, Carson Coaching, and Carson Partners.
Carson Group has created an ecosystem dedicated to helping
financial advisors unleash the full potential of their firms by
providing marketing, compliance, technology, investment strategies,
succession planning, M&A support, and coaching. The company
currently manages $35 billion* in AUM
and serves more than 50,000 families among its advisor network of
more than 150 partner offices, including 50+ Carson Wealth
locations. For more information, visit
www.carsongroup.com.
About Avery Wealth
Avery Wealth, based in Jackson, Mich., is dedicated to providing
personalized financial planning and investment management services.
With a commitment to education, trust and accessibility, Avery
Wealth ensures clients receive the highest level of care and
attention. For more information, visit www.averywealth.com.
Investment advisory services offered through CWM, LLC, an SEC
Registered Investment Advisor. Carson Partners, a division of CWM,
LLC, is a nationwide partnership of advisors.
*Combined AUM of CWM, LLC and NWCM, LLC.
Carson Partners offers investment advisory services through
CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a
division of CWM, LLC, is a nationwide partnership of advisors.
Carson Coaching and CWM, LLC are separate but affiliated companies
and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson
Coaching does not provide advisory services.
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SOURCE Carson Group