On June 21, 2023, Carson Wealth announced the acquisition of Northwest Capital Management.
Under the terms of the agreement, Carson Wealth (“Carson”) has entered a partnership with Northwest Capital Management (“Northwest”). The deal will see Northwest’s current leadership remain in place. Further terms were not disclosed.
Carson, based in Omaha, Nebraska, is an investment advisory firm. Carson is a part of the Carson Group, which has $20 billion in assets under management.
Northwest, based in Portland, Oregon, is an investment manager offering wealth management and retirement planning services. Northwest has over $5 billion in assets under management.
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