2 Firms Managing $455 Million in Total Join Carson Partners

Posted on November 28, 2019

Yuma Investment Group Wealth Management, a Yuma, Ariz.-based adviser managing $350 million, and Diamond Wealth Management, which manages $105 million in Las Vegas, Nev., have joined Carson Partners.

Carson Partners, part of the Omaha, Neb.-based Carson Group, provides technology tools intended to streamline advisory operations and improve the client experience.

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