Carson Group Acquires Sweet Financial Partners, Adding $1 Billion in New Assets

October 18th, 2024, 1:30 PM

Carson Group announced its acquisition of Sweet Financial Partners, a Minnesota-based firm with $1 billion in assets under administration. As reported by Barron's, Sweet Financial specializes in retirement planning, tax efficiency, wealth transfer, and business exit planning.

Sweet Financial has a long-standing relationship with Carson Group, having implemented many principles from Carson's coaching programs.

Carson Group, headquartered in Omaha, manages $38 billion in assets and serves over 50,000 families through its network of more than 150 partner offices.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

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Blog

Carson Group Acquires Sweet Financial Partners, Adding $1 Billion in New Assets

October 18th, 2024, 1:30 PM

Carson Group announced its acquisition of Sweet Financial Partners, a Minnesota-based firm with $1 billion in assets under administration. As reported by Barron's, Sweet Financial specializes in retirement planning, tax efficiency, wealth transfer, and business exit planning.

Sweet Financial has a long-standing relationship with Carson Group, having implemented many principles from Carson's coaching programs.

Carson Group, headquartered in Omaha, manages $38 billion in assets and serves over 50,000 families through its network of more than 150 partner offices.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Return to All