Carson Group Acquires Harbor Wealth Management
May 1, 2026
Carson Group, a wealth advisory firm, has acquired Harbor Wealth Management, a Green Bay, Wisconsin-based advisory firm managing approximately $396 million in assets under management. The Harbor Wealth team will transition as an integrated office and rebrand as a Carson Wealth office in Green Bay.
- Buyers
- Carson Group
- Targets
- Harbor Wealth Management
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Transaction Type
- Buyout
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