Wealth Management Acquisitions in Montana
Showing 1 transactions.
-
September 29, 2024
- Buyer
- Carson Wealth
- Target
- True North Financial
- Industry
- Wealth Management
- Location
- Montana, United States
- Type
- Buyout
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.
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