Carson Group Acquires Pinnacle Wealth Management

Carson Group Acquires Jackson Wealth Management

June 5, 2026

Financial Services

Carson Group announced the acquisition of Jackson Wealth Management, a Lake Mary, Florida-based wealth management firm managing more than $1.1 billion in client assets. The deal brings Jackson Wealth Management into Carson’s integrated Carson Wealth platform as the firms expand in the Southeast while preserving Jackson’s independent, family-office approach.

Carson Group Acquires Harbor Wealth Management

May 1, 2026

Wealth Management

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.

Carson Group Fully Acquires Carson Wealth Scottsdale

February 20, 2026

Wealth Management

Carson Group announced it has fully acquired its Carson Wealth office in Scottsdale, Arizona, bringing the previously minority‑held Carson Wealth Scottsdale practice under full ownership. The Scottsdale team, led by managing partner Brent Pine, oversees roughly $430 million in AUM and the deal is positioned primarily to support succession, leadership development and long‑term client continuity.

Carson Group Acquires Minneapolis Carson Wealth Office

January 12, 2026

Wealth Management

Carson Group has fully acquired its Carson Wealth practice in Minneapolis, buying the remaining ownership stake in the office led by Jeremy Willner. The deal (financial terms undisclosed) brings approximately $395 million in advisory and brokerage assets under Carson’s full ownership and is intended to support continuity, succession planning and accelerated growth in the Twin Cities market.

Carson Group Acquires Total Wealth Planning

November 19, 2025

Wealth Management

Omaha-based Carson Group has acquired Ohio-based Total Wealth Planning, a 19-person advisory team overseeing roughly $1.45 billion in client assets, which will rebrand as Carson Wealth and become the firm's 34th wholly owned office. The deal expands Carson's Midwestern footprint and brings Total Wealth Planning access to Carson's technology, integrated data systems and national advisor network to support more complex tax, estate and investment planning needs.

Carson Group Acquires Carson Wealth Chicago

January 23, 2025

Wealth Management

Carson Group announced it will take full ownership of its Carson Wealth Chicago office, transitioning the advisor-led practice into a wholly owned branch. Carson Wealth Chicago—led by Mark McCallum—has grown AUM from $163 million in 2019 to more than $1 billion at the end of 2024 across five locations and 15+ advisors; the move is intended to streamline operations and provide Carson Group resources to support further growth and regional expansion.