Carson Group Acquires Wambolt & Associates | $570M Deal
- Omaha, Neb.— Carson Group has acquired Wambolt & Associates, a Littleton, Colo.-based wealth advisory firm overseeing approximately $570 million in assets.
- Wambolt & Associates,established in 2010 by Greg Wambolt,provides complete investment solutions and tax strategies to high-net-worth families,executives,and business owners.
- The Wambolt team, along with their clients, will integrate into the Carson Wealth platform.
Carson Group seizes Wambolt & Associates, a wealth advisory firm managing $570 million, significantly fortifying its foothold in the Rocky Mountain region. This strategic acquisition empowers Wambolt’s clients with access to a broader range of specialized resources, including advanced planning support, institutional-grade investment strategies, and sophisticated tax and estate planning services. The move aligns with Carson Group’s ambitious expansion strategy in 2025, following a string of acquisitions across the nation.Wambolt’s team will seamlessly integrate into the Carson Wealth platform, retaining their advisors. This deal is another instance of the industry consolidation trend that News Directory 3 has been tracking. Explore the dynamic shifts within the wealth management sector and discover what’s next for Carson Group.
Carson Group Expands Rocky Mountain presence with Wambolt Acquisition
Updated June 11, 2025
Omaha, Neb.— Carson Group has acquired Wambolt & Associates, a Littleton, Colo.-based wealth advisory firm overseeing approximately $570 million in assets. The move considerably strengthens carson Group’s presence in the Rocky Mountain region.
Wambolt & Associates,established in 2010 by Greg Wambolt,provides complete investment solutions and tax strategies to high-net-worth families,executives,and business owners.
The Wambolt team, along with their clients, will integrate into the Carson Wealth platform. They will maintain their existing advisors while gaining access to centralized planning support, institutional-grade investment strategies, and advanced tax and estate planning resources. This acquisition is part of Carson group’s ongoing strategy to expand its wealth management and investment solutions offerings.
“By joining Carson Wealth, we’re giving our clients access to a deeper bench of specialists and a level of centralized services that will meaningfully enhance their experience,” Wambolt said.
This acquisition marks another step in Carson Group’s expansion in 2025. Earlier this year,the firm acquired its 25th partner office in Sarasota,Fla., and fully acquired its Orlando, Fla., Carson Wealth office. Additional acquisitions included Mommaerts Mahaney Financial Services in Marquette,Mich., and its Chicago office with five locations.
Carson Group manages more than $42 billion in assets through its network of over 150 partner offices, serving more than 53,000 families across more than 50 Carson Wealth locations.
What’s next
carson Group plans to continue its strategic acquisitions to further expand its reach and enhance its service offerings in the wealth management and investment solutions space.