Carson Group Strengthens Partner Network with Addition of Roseville Duo | PR Newswire [Video]

Starting 2025 strong after a record breaking 2024 as one of the industry’s most acquisitive strategic buyers

, /PRNewswire/ — Carson Group, a leading wealth advisory firm with more than $40 billion in assets under management, today announced a partnership with Jerod Wurm, CFP^® Managing Partner, Wealth Advisor and Casey Frye, CFP^®, Managing Partner, Wealth Advisor, a Roseville, CA – based advisory with $365 million in AUM. As part of the partnership, the firm will rebrand as Carson Wealth.

“We treat our clients like family, which is why many have been with us for a decade or longer. As part of our commitment to our clients, we recognized the importance of partnering with a company that would not only help us provide the best possible service today but also help us plan for tomorrow to ensure our legacy continues. What excited us about Carsonwas the opportunity to work with a like-minded firm that shares our values, and …