Omaha, Neb. – Sept. 22, 2026 – Carson Group, a leading wealth advisory firm with over $65 billion* in assets under management (AUM), today announced that Intrinsic Investors, a Wisconsin-based wealth management team serving approximately $145 million in AUM, has joined Carson Wealth in Great Lakes. The Intrinsic team includes Wealth Advisors William “Bill” Fons and Chad Melcher, AAMS®, and Operations Manager Dawn Williams.
Founded in 1999, Intrinsic Investors provides financial planning and investment management services to individuals, families, trusts, retirement plans and philanthropic organizations. The team built its practice largely through referrals, pairing a fiduciary, client-first approach with disciplined investment management rooted in traditional research. Based in Wauwatosa, Wis., the team’s Midwestern, relationship-driven culture extends to the way they welcome prospective clients, referring to introductory conversations simply as “howdy calls.”
The strategic move to Carson enhances the Intrinsic team’s capabilities while providing a long-term succession path, as Fons and Williams will gradually move into more consultative roles. Melcher, who has been with the team since 2005, will continue serving clients and leading the practice as part of Carson Wealth in Great Lakes.
“Our clients have always felt like family, so finding the right home for them was incredibly important to me,” said Fons. “I spoke with eight different firms, but I kept coming back to Carson for its long-term strategy, innovative resources and commitment to putting people first. I’m confident our clients will continue to be served the way we’ve always cared for them, and that Chad has the right place to continue building on what we started.”
The team also gains access to Carson’s technology, investment management, advanced planning, marketing and operational resources, providing additional capabilities to serve clients and support the practice’s continued growth.
“Culture was a big driver for me in choosing Carson,” said Melcher. “We’ve always taken a team approach and put the client first, and I see those same values at Carson Wealth in Great Lakes. I’m looking forward to continuing to take care of our clients while gaining access to additional resources and capabilities that can help us serve them even better and continue to grow.”
“We’re excited to welcome Bill, Chad and Dawn to Carson Wealth Great Lakes,” said Burt White, CEO of Carson Group. “They’ve built a strong, client-centered practice with the kind of Midwest culture and personal relationships that fit naturally with the Great Lakes team. This is a great example of how Carson can support thoughtful succession, giving advisors like Chad the innovative capabilities and operational support to build the next chapter while preserving what clients value most.”
About Carson Group
Carson Group manages over $65 billion* in assets and serves more than 60,000 client families among its advisory network of 165+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson Group and partnership opportunities, visit https://www.carsongroup.com/work-with-us/
Carson offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. *AUM amount is based on total assets under Carson Group Holdings, LLC., which include CWM, LLC and Northwest Capital Management, Inc.
