Carson Group announced the acquisition of the practice led by Ted Swenson, CFP, managing partner and wealth advisor based in Arvada, Colorado. Swenson serves approximately $270 million in advisory and brokerage assets. The move transitions Swenson’s practice into an integrated Carson Wealth office.
Swenson has been affiliated with Carson since 2018 and participated in Carson’s coaching programs before joining the Carson community.
Carson said the transition deepens a longstanding relationship and reflects Swenson’s confidence in the firm’s ability to help advisors deliver comprehensive advice while building enduring businesses.
Before entering the financial advice profession in 1998, Swenson earned an accounting degree, passed the Certified Public Accountant exam, and worked as an internal financial auditor.
Over nearly three decades in the industry, he has developed a multigenerational client base through a personalized planning approach and long-term relationships with the families he serves.
His practice focuses on comprehensive financial planning, including investment management, retirement planning, tax strategies, estate planning, and other aspects of clients’ financial lives.
Swenson’s team becomes Carson Wealth’s 47th integrated office.
The acquisition expands Carson Wealth’s national footprint and reinforces Carson Group’s strategy of helping growth-minded advisors access greater scale, planning capabilities, operational support, and technology.
Carson Group manages over $60 billion in assets and serves more than 60,000 client families across its advisory network of more than 165 partner offices, including more than 50 Carson Wealth locations.
Carson Group is a DBA of CWM, an SEC-registered investment advisor.
KEY QUOTES:
“Ted’s journey with Carson is a powerful example of what makes our model different. He’s spent years working alongside Carson, leveraging our resources and support while building a thriving business. We’re honored that he recognized how our integrated platform can help him deliver even greater value to clients and position his practice for the future. Advisors today need more than investment solutions. They need advanced planning capabilities, innovative technology, operational support and a partner committed to helping them grow. That’s why we’ve built a platform that helps advisors scale with confidence while delivering differentiated client experiences.”
Burt White, CEO of Carson Group
“For years, Carson has been helping us behind the scenes make our practice stronger and serve our clients better. As I’ve evaluated the future of my business, I kept coming back to Carson’s commitment to advisor education, operational support and planning resources. I’ve always done my due diligence to help ensure I’m in the best place to serve clients, and ultimately, I believe Carson gives me the best opportunity to be the best advisor I can be for them. The firm’s focus on comprehensive planning, particularly around tax strategy, is especially compelling because that’s an area where clients need more guidance than ever.”
Ted Swenson, CFP, Managing Partner and Wealth Advisor
