Carson Group SRQ Wealth Acquisition | 25th Carson Wealth Office
- Carson Group, a wealth management firm based in Omaha, Nebraska, has acquired SRQ Wealth of Sarasota, Florida.
- SRQ Wealth will continue to operate under its current name and leadership.
- Burt White, CEO of Carson Group, said the acquisition addresses SRQ Wealth's succession and business continuity needs.
Carson Group strengthens its wealth management footprint by acquiring SRQ Wealth, now its 25th wholly owned office. This strategic move, finalized May 28, bolsters SRQ Wealth’s capabilities, ensuring business continuity and accelerating growth. The Sarasota, Florida-based firm, managing $365 million in assets, will maintain its name and leadership under steve Martin.This deal amplifies the resources available, promising enhanced services and innovative solutions for clients. Burt White, CEO of Carson Group, highlights the pivotal role this plays in their continued expansion and improved operational efficiencies. For further details, News Directory 3 provides related market insights. Discover what’s next for this partnership and its impact on the wealth management landscape.
Carson Group Acquires SRQ Wealth, Expanding Wealth Management Reach
Updated June 02, 2025
Carson Group, a wealth management firm based in Omaha, Nebraska, has acquired SRQ Wealth of Sarasota, Florida. The acquisition, announced May 28, marks Carson Group’s 25th wholly owned Carson Wealth office. SRQ Wealth, which has been a Carson partner since 2019, manages $365 million in assets.
SRQ Wealth will continue to operate under its current name and leadership. Steve Martin will remain as managing partner and senior wealth advisor, along with partners Karin Grablin and Justin Salemy.
Burt White, CEO of Carson Group, said the acquisition addresses SRQ Wealth’s succession and business continuity needs. He added that the enhanced partnership will enable SRQ Wealth to accelerate its growth and improve its operations.
martin said the partnership with Carson Group represents a strategic move to build a firm designed for long-term success.
The acquisition provides SRQ Wealth with additional resources, tools, and support to enhance its service and innovation capabilities. The SRQ Wealth team also includes associate wealth advisor Juliana Carmona and support staff Taylor Wald, Heather Diggs, Amy Treis, and Dana Towell.
This acquisition follows several others by Carson Group in 2025. In April, the firm acquired its Orlando, Florida, Carson Wealth office and Mommaerts Mahaney Financial services in Marquette, Michigan. Earlier in the year, Carson Group acquired its Chicago office and Carson Wealth Cedar Rapids, which included a Las Vegas office.
Carson Group’s network now includes more than 150 partner offices and 50 Carson wealth locations, serving over 53,000 client families. This latest move further solidifies Carson Group’s position in the wealth management sector.
What’s next
Carson Group plans to continue expanding its network and enhancing its service offerings to better serve its growing client base in wealth management.