Omaha, NE – September 12, 2019 – Pangea Wealth, an Arizona-based wealth management and workplace retirement plan consulting firm, announced today that retirement plan consultant Kevin Cicci and his team will partner to expand their footprint and impact to the Boston metropolitan area. Pangea Wealth currently has a team of 10 and $165M in assets under management.
Cicci, based in Foxborough, Massachusetts, has spent 23 years consulting on corporate retirement plans through the company he founded, DC Advisors, LLC. As the business grew, the firm’s services expanded into private wealth management. A longtime Carson Coaching member, he examined several options including setting up his own RIA or joining a traditional broker-dealer’s RIA, before ascertaining an entrepreneurial, cultural fit with Carson and Pangea. DC Advisors will change its name to Pangea Wealth, now with offices in Foxborough and Scottsdale, Arizona. Pangea plans to focus on hiring in the coming months and add top talent, including 401(k) specialists and private wealth relationship managers, to continue to deliver a service experience that exceeds expectations while supporting the addition of new clients.
“This co-operative gives us the opportunity to plug into a proven system without losing any of the personal care factor,” said Kevin Cicci. “With this partnership and our growth plan, I look forward to expanding our areas of specialization and increasing transparency for clients. Clients get frustrated when none of their technologies talk to each other, and having a simplified, ‘single pane of glass’ user experience is going to be very beneficial for them.”
Matthew Kory, AIF®, PPC™, CPFA, Managing Partner and Wealth Advisor at Pangea, said, “It is our commitment to continuously seek out ways to better our client experience and ultimately improve our clients’ overall well-being. That is why we chose Carson Partners—we set out to find an organization that shared our vision and actively invests in both talent and infrastructure. We’re excited to grow our services and help even more clients, especially on the east coast, with Kevin’s expertise.”
Similar to other advisory firms that have affiliated with Carson Partners, Pangea Wealth maintains ownership of the firm and remains the strategic decision-makers for all business decisions and operations.
“Kevin and the Pangea Wealth team bring an incredible level of care to what many consider the zenith of wealth planning—retirement,” said Ron Carson, CEO and founder of Carson Group. “From east to west, they’re going to be able to serve more and more families’ retirement planning needs as a Carson Partner by reducing time spent on operations and introducing technological efficiencies that allow clients a greater level of transparency and comfort surrounding their wealth.”
In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was recently awarded a Best Places to Work in FinTech by American Banker.