Kuhlmann Associates Financial, a Napa, Calif.-based wealth management firm that has been part of the Carson Partners network since 2016, announced in a recent news release that it would be switching affiliations to Carson Wealth.
Led by founder and CEO Kent Kuhlmann, his namesake firm manages more than $100 million in assets for affluent families, business owners, executives and institutions in 32 states.
Kuhlmann will maintain active majority ownership in his firm and remains its strategic decision-maker for all business and operational decisions.
Headquartered in Omaha, Neb., the Carson Group family of businesses includes Carson Wealth, Carson Coaching and Carson Partners.