Carson Group, a leading wealth advisory firm with over $57 billion in assets under management, has acquired Harbor Wealth Management, a Green Bay, Wisconsin-based advisory firm serving approximately $396 million in assets under management. The firm is led by Partners and Senior Wealth Advisors Eric Heus and Brent Polzin and will transition as an integrated office, rebranding as the Carson Wealth office in Green Bay.
Harbor Wealth has maintained a relationship with Carson for more than a decade, beginning with coaching before officially joining Carson’s independent advisor model in June 2016. Founded by Heus and Polzin, who have worked together since 2005, Harbor Wealth has built a strong reputation in northeast Wisconsin for guiding clients on life transitions, succession planning, and long-term wealth strategies.
KEY QUOTES:
“Eric and Brent have been a part of the Carson community for nearly a decade, and this next step reflects a shared belief that a deep commitment to serving clients, investing in technology and growing long-term partnerships is essential to succeeding in the wealth management business.”
Burt White, CEO, Carson Group
“Carson has been a consistent partner to us for years, and there is a mutual trust between us. Becoming an integrated office allows us to build on that foundation in a more meaningful way.”
Eric Heus, Partner and Senior Wealth Advisor, Harbor Wealth Management
