2 firms managing $455 million in total join Carson Partners
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Yuma Investment Group and Diamond Wealth Partners will use tech platform.
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.
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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.
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