Carson Group said Tuesday that it struck its second largest deal to date with the addition of Sweet Financial Partners, a 12-person team that works with $1 billion in assets under administration and is based in Fairmont, Minnesota.
The news comes about 16 months after Carson formed an equity partnership with RIA Northwest Capital Management, which included 13 team members and over $5 billion in assets under management when the deal was announced last year.
Sweet Financial Partners is led by Bryan Sweet, managing partner and wealth advisor. The firm has been a long-term member of Carson Coaching and relies on its own approach to financial planning, which it calls The Dream Architect process. It focuses on retirement planning, tax efficiency, wealth transfer and business exit planning.
