Carson Group announced it has fully acquired its Carson Wealth office in Scottsdale, Arizona, bringing the long-time partner firm under full ownership as it continues to expand its national advisory network. The Scottsdale practice, led by managing partner and wealth advisor Brent Pine, oversees about $430 million in assets under management and serves client families across multiple generations.
The firm traces its roots to Integrated Wealth Management, which Pine founded in 2001 after starting his career in public accounting. Over time, he bought out his original partners and scaled the business as an independent registered investment advisory firm.
Carson’s relationship with the Scottsdale team deepened in stages. Pine worked with Carson Coaching for nearly a decade before affiliating with Carson in 2021 through a minority equity partnership. The firm later rebranded as Carson Wealth Scottsdale, aligning its brand and operating model with Carson’s broader platform. Pine’s partners include wealth advisors Mark Jones and Luke Pine, as well as Torrey Pine, with an emphasis on succession and continuity that Carson highlighted as a central rationale for the transaction.
Carson Group, which reported more than $55 billion in assets under management across its network, positioned the acquisition as part of its practitioner-led approach to helping partner firms address ownership transitions, leadership development, and long-term client continuity. The company said the Scottsdale team has already expanded its capabilities since the 2021 affiliation by tapping into integrated resources, advanced planning tools, and investment insights, and that the broader platform supports a wider set of services including tax planning and private client solutions.
For Pine, the move formalizes a long-term commitment to building a multigenerational advisory business in the Scottsdale market. He said the full integration is intended to provide clients with continuity over time while supporting the development of next-generation advisors inside the firm.
KEY QUOTES
“Brent Pine and his team represent the kind of multigenerational, values-driven firm Carson is built to support. They have spent decades earning the trust of families in their community and building a culture rooted in care, transparency and fiduciary responsibility. This full acquisition reflects a shared commitment to long-term continuity for clients. By providing equity solutions, leadership development and access to a bench of in-house expertise through our practitioner-led model, Carson helps enable advisors to transition ownership internally, develop next-generation talent and continue delivering results for clients for years to come.”
Burt White, Chief Executive Officer, Carson Group
“For me, this decision has always been about more than growth. It’s about stewardship. With Carson, we’ve found our forever firm, one that aligns perfectly with our values, and fully integrating became the natural next step. I have the privilege of working alongside my long-term friend and colleague Mark, my son, Luke, and my daughter, Torrey, and watching all of them develop into advisors and partners. While I don’t have plans to retire anytime soon, this move helps ensure we can care for our clients and their families long after I step back, while mentoring the next generation of advisors and building a Scottsdale presence positioned for meaningful growth and long-term value for clients.”
Brent Pine, Managing Partner And Wealth Advisor, Carson Wealth Scottsdale
