MAG Wealth Management has acquired Ovation Wealth Advisors and announced its subsequent rebranding to Carson Wealth. The strategic partnership, which includes Carson Group taking a 30 percent equity stake, exemplifies a new model for adviser growth and succession planning in the industry.
Carson Group now manages $38 billion in assets and serves more than 50,000 client families in its advisory network of more than 150 partner offices, including more than 50 Carson Wealth locations.
The newly formed Carson Wealth location will oversee $350 million in assets under management and be the first Carson Wealth–branded location in the state of Minnesota. The team of eight will be led by founder and wealth adviser Jeremy Willner and his son, partner and wealth adviser, Hayden Willner.
“Our journey with Carson Group, from coaching to partnership and now to equity participation, demonstrates the power of aligning with a national brand,” said Jeremy Willner. “This p