Carson Wealth Partners with True North Financial to Expand in Montana
September 29, 2024
Carson Wealth announced a partnership with Billings-based True North Financial, bringing the six-person True North team into the Carson Wealth network as Carson's second Billings location. The True North team — led by Ty Vogele and including David Guenthner and Ryan Wittman — manages over $400 million in assets and will retain client relationships while gaining access to Carson's investment, tax and estate planning resources.
- Buyers
- Carson Wealth
- Targets
- True North Financial
- Industry
- Wealth Management
- Location
- Montana, United States
- Transaction Type
- Buyout
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