Carson Group has added a 10-member Connecticut team with $800 million in assets under advisement, according to a news release.
Karn Couzens & Associates, which has offices in Farmington and Wallingford, was founded by James Couzens in 1987. He now serves as a financial advisor with the firm. The firm is led by his son, Jeffrey P. Couzens, and Robert A. Karn, who both serve as managing directors and wealth advisors.
Karn, according to BrokerCheck, began his career in 1983 with Integrated Resources Equity Corporation and moved to Royal Alliance Associates in 1989. He became a part of Karn Couzens in 1990, which also became affiliated with Royal Alliance at that time.
Karn said they chose to partner with Carson for many reasons. “One of the biggest reasons was the industry-leading technology available to us at Carson Wealth and what that will enable us to do for our clients. These tools will help streamline our clients’ digital experience, making it easier for them to visualize their financial plan, access their investments and communicate with our team,” he said in a statement.
Karn added that Carson’s network also gives them a succession plan “that supports our existing team and reinforces the work we’re committed to doing for our clients. We believe we are now even better positioned to look toward the future with renewed confidence.”
Jeffrey Couzens, who according to BrokerCheck began his career with Royal Alliance in 1999, joined his father’s firm in 2004. “Our goal has always been to deliver maximum value to our clients and provide them with a ‘best-in-class’ experience,” he said. “Aligning with a trusted partner like Carson will allow us more time to foster true partnerships with our clients and help them live their best lives by developing plans to help them prioritize and achieve their financial goals.”
“Bob and Jeffrey have built a tremendous multigenerational family business, dedicated to serving the greater Hartford area,” Ron Carson, founder and CEO of Carson Group, said. “As part of the Carson Wealth team, they have access to resources to secure their firm’s legacy and provide so much more for their clients —comprehensive financial planning, trust services, insurance solutions, tax strategy and a dedicated investment management team.”
Karn Couzens & Associates LLC will be the 35th Carson Wealth branded office in the U.S. The Omaha, Neb.-based Carson Group serves financial advisors and investors through its three businesses: Carson Wealth, Carson Coaching and Carson Partners. The firm manages $20 billion in assets and serves more than 40,000 families through its advisory network.