2 firms managing $455 million in total join Carson Partners

2 firms managing $455 million in total join Carson Partners
Yuma Investment Group and Diamond Wealth Partners will use tech platform.
NOV 19, 2019
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 today​ for our Future of Financial Advice event on Nov. 20.

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