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.
Karn Couzens & Associates’ 10-person team, which has $800 million in assets, is led by managing directors and wealth advisors Robert A. Karn and Jeffrey P. Couzens. It has offices in Farmington and Wallingford.
Karn and Couzens’ father, James Couzen, founded the company in 1987. Jeffrey Couzens joined Karn Couzens & Associates in 1997, following in his father’s footsteps.
“There were many reasons why we chose to partner with Carson,” Karn said. “But a big reason was the advanced technology we have as Carson Wealth and what it will allow us to do for our clients. These tools will help streamline our clients’ digital experience, allowing them to view more easily their financial plan, access their investments and communicate with our team.
Ron Carson, Founder and CEO of Carson Group, called it a “great multi-generational family business” and said joining Carson Wealth “will give them access to more resources, including financial planning, trust services, investment solutions insurance, tax strategy and a dedicated investment management team.”