Nebraska-based Carson Wealth, which manages $20 billion in assets and has 35 offices, is expanding into Connecticut with the acquisition of financial planning and wealth management firm Karn Couzens & Associates.
The 10-person team at Karn Couzens & Associates, which has $800 million in assets, is led by managing directors and wealth advisers Robert A. Karn and Jeffrey P. Couzens. It has offices in Farmington and Wallingford.
Karn and Couzens’ father, James Couzen, started the firm in 1987. Jeffrey Couzens joined Karn Couzens & Associates in 1997, following in his father’s footsteps.
“There were a lot of reasons why we chose to partner with Carson,” Karn said. “But one of the biggest reasons was the industry-leading technology available to us as Carson Wealth and what that will enable us to do for our clients. These tools will help streamline our clients’ digital experience, making it easier for them to visualize their financial plan, access their investments and communicate with our team.”
Ron Carson, founder and CEO of Carson Group, called it a “tremendous multigenerational family business” and said joining Carson Wealth will “give them access to more resources, including financial planning, trust services, insurance solutions, tax strategy and a dedicated investment management team.”
