Carson Group has acquired Pinnacle Wealth Management, a California-based advisory firm led by Managing Partners and Wealth Advisors Jack Zboralske, AIF, and Kenyon Lederer, CFP, ChFC, CFS. Under the deal, the Pinnacle team will operate as Carson Wealth and join Carson’s Roseville, California office, bringing approximately $236 million in advisory and brokerage assets.
The acquisition strengthens Carson Wealth’s presence in Northern California and aligns with Carson Group’s strategy of growing through both advisor recruitment and targeted transactions. Pinnacle’s team, which also includes Wealth Advisor Chase Lederer and two support staff members, will continue serving clients across retirement, telecom, and healthcare niches while gaining access to Carson’s broader planning, technology, and investment resources.
Carson Group, which oversees more than $60 billion in assets for over 60,000 client families across 165+ partner offices, views the deal as a way to pair Pinnacle’s client-first, planning-led approach with the scale and infrastructure of Carson’s national platform. The firm emphasizes flexible affiliation models designed to support advisors with goals ranging from aggressive growth to succession planning.
The Pinnacle team cited Carson’s culture, technology investments, and focus on helping advisors build enduring businesses as key reasons for the partnership. The move is expected to enhance Pinnacle’s ability to address increasingly complex client needs while preserving the personalized relationships that underpin its practice.
KEY QUOTES:
“By bringing their team into Carson Wealth, we’re combining the strengths of their practice with the scale, resources and planning capabilities of our platform, creating even more opportunities for clients and future growth.”
Burt White, CEO, Carson Group
“Joining Carson Wealth allows us to continue serving clients the way we always have while creating new opportunities for our team and the next generation of advisors.”
Jack Zboralske, Managing Partner and Wealth Advisor, Pinnacle Wealth Management
