Carson Wealth Strengthens Billings Presence with True North
Carson Wealth Expands Its Reach with True North Financial
Carson Wealth is thrilled to reveal significant growth by merging with True North Financial, enhancing its influence in Montana. This collaboration marks Carson's second location in Billings and showcases a dedicated team of six professionals who are committed to delivering exceptional financial services. Spearheaded by managing partner and wealth advisor Ty Vogele, along with financial advisors David Guenthner and Ryan Wittman, this team effectively manages over $400 million in assets.
Strengthening Client Services Through Partnership
This strategic alliance is designed to enrich Carson Wealth's services, allowing True North Financial to access an array of top-notch resources. The partnership empowers them to provide advanced investment strategies, tax planning, and estate planning tools, elevating the client experience.
Quote from Ty Vogele
"Partnering with Carson Wealth was a game-changer for us," said Ty Vogele. "It has relieved many burdens, allowing us to concentrate on our clients without overextending ourselves in various roles. The additional resources at our disposal will enable us to forge deeper client connections and develop innovative financial solutions. We firmly believe this alliance will elevate our practice significantly."
Michael Belluomini's Insights on the Merge
Michael Belluomini, Senior Vice President of Mergers & Acquisitions, emphasized the entrepreneurial spirit embodied by Ty and his team. "Their move to join Carson Wealth illustrates their genuine dedication to improving client service. The expertise they offer represents a valuable addition to our advisor community, greatly enhancing our collective capabilities. We are genuinely excited for what this collaboration brings to our clients and our organization as a whole."
Benefits for True North Clients
The clients of True North Financial will continue to enjoy personalized attention from their familiar advisors, ensuring that their financial needs are met without any interruption. This focus on continuity fosters trust and strengthens the client-advisor relationship.
Welcoming the True North Team
Burt White, CEO of Carson Group, expressed enthusiasm about the integration of the True North team. "Their remarkable expertise and intimate understanding of the Montana market will significantly enhance our ability to cater to clients. This partnership affords True North's advisors the opportunity to concentrate more on nurturing client relationships, which aligns perfectly with our mission to provide exceptional service to our clients."
Carson Group's Expansive Network
Currently, Carson Group oversees approximately $38 billion in assets across more than 50,000 client families, supported by over 150 partner offices, including over 50 Carson Wealth branches. This expansive network equips advisors to offer substantial resources while maintaining strong personal connections with their clients.
As independent advisors increasingly seek effective methods to enhance their practices, the Carson model allows them to tap into large-firm resources while emphasizing personal relationships. Clients can expect continuity with their existing teams, ensuring that the quality of service remains high and personalized.
Frequently Asked Questions
What is the significance of Carson Wealth's partnership with True North Financial?
This partnership allows Carson Wealth to expand its services and resources in Montana, providing enhanced support to clients through advanced financial services.
Who is leading the True North Financial team at Carson Wealth?
The team is led by wealth advisor Ty Vogele, along with financial advisors David Guenthner and Ryan Wittman.
How will clients of True North Financial benefit from the partnership?
Clients will continue to work with their existing advisors, ensuring consistency in service, while also gaining access to Carson's extensive resources.
What resources will True North Financial have access to after joining Carson?
True North will benefit from advanced investment strategies, tax planning, and estate planning resources, enhancing their capability to serve clients.
How many assets does Carson Group manage?
Carson Group currently manages approximately $38 billion in assets, serving over 50,000 families through its extensive advisory network.
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