Carson Group, a wealth advisory firm with more than $60 billion in assets under management (AUM), has announced a new partnership with Doyle and Loughman Wealth Management. The New Hampshire based wealth management firm serves approximately $1.76 billion in advisory and brokerage assets and joins Carson from Wells Fargo Advisors Financial Network.
The transaction marks the second Hanover location for Carson Wealth and further advances the firm’s strategy of partnering with high-performing advisory businesses seeking scale, expanded capabilities and a long-term growth partner.
Founded by Managing Partners and Wealth Advisors Brian Doyle, and Stephen Loughman, the firm has a reputation for serving multigenerational families through proactive planning, personalized service and community ties. The team, which also includes wealth advisers Bradley Michalchuk, and Kristen Laundry and seven operations support staff members, is known for its high-touch service model and elev
