Strategic Wealth Partners LLC, a boutique wealth management firm serving families in Doylestown, Pa., is joining Omaha, Neb.-based Carson Wealth, the companies announced today in a news release.
Founded by wealth advisors Karl V. Kimball and Michael G. “Mick” Edwards in 2006, Strategic Wealth was formerly with Cetera, where the seven-member team managed $200 million in client assets. The practice primarily serves mid- to late-career executives and professionals.
Kimball and Edwards said in the news release that they decided to switch to Carson for its assistance in helping them develop a succession plan, as well as in scaling their business.
The firm, which has rebranded as Carson Wealth in Doylestown, becomes the first Carson Wealth office in Pennsylvania. Carson currently serves more than 35,000 families across the United States.