Advisers on the Move

2 firms managing $455 million in total join Carson Partners

Yuma Investment Group and Diamond Wealth Partners will use tech platform

Nov 19, 2019 @ 12:37 pm

By InvestmentNews

Yuma Investment Group Wealth Management, a Yuma, Ariz.-based adviser managing $350 million, and

Diamond Wealth Management, which manages $105 million in Las Vegas, Nev., have joined Carson Partners.

[More: See more adviser moves in InvestmentNews' Advisers on the Move database.]

Carson Partners, part of the Omaha, Neb.-based Carson Group, provides technology tools intended to streamline advisory operations and improve the client experience.

[Recommended video:Who are the 2019 InvestmentNews Women to Watch?]

Under the arrangement with Carson, Yuma and Diamond principals retain complete ownership of their firms and remain the strategic decision-makers for all business decisions and operations.

Register todayfor our Future of Financial Advice event on Nov. 20.


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