Omaha, NE – June 19, 2019 – Morgan Wealth, a wealth management firm located in Central California, recently announced the team’s decision to affiliate with Carson Partners. Founder and CEO, Joe Morgan, currently leads the three-person team and ultimately decided to affiliate with Carson to tap into the unconstrained thinking of a fast-growing, client-centric firm.
After being approached by several RIA firms, the firm chose Carson because of its shared cultural values and commitment to equip Morgan Wealth with elevated service, technology, and an expanded menu of services. The firm, which currently manages $58 million in assets, now has access to investment strategies previously unavailable to them and a whole team of professionals that personally knows the team and is dedicated to supporting clients’ various needs.
“Becoming a partner firm is beneficial on multiple fronts, both for our team and our clients,” said Joe Morgan. “We’ll be more efficient as a team with the new technology, we’ll be more focused on the things our clients need most, and we’ll be able to scale faster and smarter, keeping our operational costs down. This will translate into more competitive pricing for our clients and more profitability for our firm, all while creating a far more compelling value proposition that is clean and straightforward.”
As with other advisors who have affiliated with Carson Partners, Morgan will maintain ownership of the firm and remain the strategic decision-makers for all business decisions and operations. The partnership not only allows the team more time to focus on serving clients but will also reduce time and energy spent on process and infrastructure.
“Joe’s energy and passion for this profession is contagious,” said Ron Carson, founder and CEO of Carson Group. “His team believes in the importance of continuous improvement, creating a client-focused culture, and in taking the brave leaps required to build a sustainable firm. Nothing could be more advantageous as he enters this next phase of evolution.”
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.