Carson Group Welcomes New Partners in Louisiana and Arkansas
Hollar Wealth and ThrivePoint Capital launch with support from Carson Group
As Carson partners, the advisors will leverage Carson's extensive ecosystem of resources, including startup services and brand support to help them as new business owners. The integration with Carson Group will also bring innovative services and increased efficiencies to help them deliver quality advice and enhanced experiences.
"After an extensive nationwide search, I chose to partner with Carson Group for its breadth of services that will help me expand my offering to clients," said Hollar, who founded Hollar Wealth with the move from Conger Wealth Management. "My goal has always been to help solve complex financial matters and make things as simple as possible, so clients have more peaceful lives. Carson can help me do that. With more investment opportunities and financial planning solutions, along with tax planning options, I can elevate the experience I provide to my clients and also offer some great new services."
Johnson, formerly at Ameriprise, launches ThrivePoint Capital with the move. His new brand reflects his deep commitment to helping families grow and preserve generational wealth. He said, "After 15 years in the industry, I was ready to venture out and become a business owner. I now have more choices in technology, especially with Carson's support of using AI in my practice to help pinpoint areas of efficiencies in tax laws and opportunities in portfolios. These innovative capabilities will drive my clients' success. Additionally, I truly appreciate the sense of community from the stakeholders at Carson. Throughout the entire onboarding process, everyone from recruiters to the folks in operations really made me feel like I was part of their family."
Carson Group manages nearly $41 billion* in assets and serves more than 52,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.
*Combined AUM of CWM, LLC and NWCM.
Carson is a dba of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Group Holdings, LLC. AUM amount is based on total assets under Carson Group Holdings, LLC. which include CWM, LLC and Northwest Capital Management, Inc.
Carson Group is located at
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SOURCE Carson Group
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