DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that it is joining the Carson Wealth brand. Managing $200 million in assets, Strategic Wealth was established in 2006 and primarily serves mid- to late-career executives and professionals. Led by Founding Partners and Wealth Advisors Karl V. Kimball, CLU®, ChFC® and Michael G. “Mick” Edwards, CIMA®, CRPC® the firm becomes the first Carson Wealth office in the state of Pennsylvania.
Kimball said the decision addressed a core concern of his–succession planning. “Prior to aligning our business with Carson Wealth, we could not address the concept of a succession plan for the purpose of bringing comfort to our clients in the event that we were suddenly not here to serve them.”
Not only does this move help Strategic Wealth Partners plan for the future, but it also allows their team of seven to better serve their clients in the present. Kimball and Edwards are eager for the scale of being served by a larger organization while retaining their small firm feel. They are excited to offer their clients in-depth tax and estate planning advice, trust services and cutting-edge portfolio management.
Edwards added, “Had we not made this important step forward, we would be in a reactive posture in relation to where the industry is headed rather than anticipating and even creating the change that the advisory space will inevitably experience after the Covid-19 pandemic and beyond. We feel like we are in the driver’s seat of the car now.”
Carson’s Founder and CEO, Ron Carson, said, “Karl and Mick’s team in Pennsylvania are such a great addition to the Carson Wealth network. They have run a trusted practice in a fashion consistent with our philosophy and approach for more than a decade now, and I can’t wait to see what they accomplish next.”
Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies. Carson currently serves more than 35,000 families across the United States.