CWM

CWM is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include asset management, financial planning, portfolio management, estate planning, retirement planning, investment management, tax planning, business ownership and insurance planning. It advises individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, individual retirement accounts, charitable organizations, corporations and other business entities. Carson Wealth Management acquired Integrated Wealth Advisory Services in Q2 2023 and Carson Group merged with The Shobe Financial Group on the date March 17, 2023. Carson Wealth Management acquired Meyer Financial Services. Carson Wealth Management acquired True North Financial, a US-based wealth manager and registered investment advisor. In February 2024, Carson Wealth acquired Fisher Financial Advisors. In Q3 2025, Carson Wealth Management acquired Shilanski & Associates, an Anchorage, Alaska-based wealth manager. In October 2024, Carson Wealth acquired Sweet Financial Partners.Read more ⏷