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Carlisle wealth advisement firm announces partnership with national group
Carlisle wealth advisement firm announces partnership with national group
Carlisle-based financial planning and wealth management firm, Diamond Wealth Advisors, announced that it will be partnering with a national advisory firm group.
Diamond said on Wednesday that it will be joining Carson Partners, a community of firms based in Omaha, Nebraska.
Diamond has approximately $200 million in assets under management. As a Carson Partner, the firm will receive support from everything from marketing and technology to compliance and investment.
As a partner, Diamond Wealth Advisors will remain independently owned.
“Carson Partners aligns with our values perfectly. This strategic partnership will help us strengthen our outstanding client services to make even more of a positive impact on the individuals and businesses we serve,” said Diamond Wealth Advisors CEO, founder and wealth advisor, Jim DeGaetano.
Carson Partners is a subsidiary of Carson Group, which manages $20 billion in assets and serves more than 40,000 clients across the country.
“We are pleased to welcome Diamond Wealth Advisors to the Carson Partners family. We look forward to providing support as the firm continues to grow and thrive,” said Ron Carson, Carson Group founder and CEO.
