Carlisle-based Diamond Wealth Advisors, a financial planning and wealth management business, has joined Carson Group’s nationwide network of 130 partners.
With more than $200 million in assets under management, Diamond Wealth Advisors remains independently owned by the firm’s CEO, founder and wealth adviser, Jim DeGaetano.
“As a partner firm, Jim and his team now have access to fully integrated technology, investments and advanced financial planning solutions that will allow them to deliver a superior client experience,”Gregg Johnson, national sales director for Carson Group, said in a release. “Paired with the support of Carson’s entire team of M&A experts, they also have the support they need to grow their business.”
DeGaetano is already expanding the firm’s reach and services.
“Since coming on board, we’ve been able to fully plug into Carson’s entire ecosystem of technology, investments, marketing and M&A support and have seen an immediate impact in our business,” DeGaetano added. “We know that this partnership will have a tremendous effect on our firm’s future growth and the individuals and businesses we serve.”
Carson Group, based in Omaha, Nebraska, manages $20 billion in assets and serves more than 42,000 client families across the U.S.
Paula Wolf is a freelance writer