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July 10, 2019 at 02:00 PM
Carson Wealth has added an RIA with $566 million on assets: Ruggie Wealth Management of Central Florida, which is led by Tom Ruggie.
The Ruggie Wealth team is the fifth firm with over $500 million in assets to join Carson Wealth in the past year. The addition of the firm’s three offices brings Carson Wealth’s number of offices to 18 nationwide.
Carson Group has $10.4 billion in assets under management on its platform. Its operations include Carson Wealth — which entails exchanging a 25% interest of the firm for equity in the nationwide RIA, Carson Partners — an affiliation program with no such transaction or equity swap, and its coaching program.
“We’ve set a goal to grow by a factor of 10 in the next 10 years, and our affiliation with Carson Wealth will help us add to our bench strength in areas like marketing, investment management and support; to share or delegate compliance, billing, trading and technology; and to enhance our one-on-one and digital experience for our clients and advisors,” according to Ruggie.
“Ron Carson, CEO and founder of Carson Group, has been my friend, mentor and financial coach for more than 15 years, and we share a deeply held commitment to delivering a proactive game plan and straightforward transparency,” he explained.
