Carson Group, a wealth advisory firm with more than $60 billion in assets under management (AUM), have announced the acquisition of Pinnacle Wealth Management, a California-based advisory firm led by managing partners and wealth advisers Jack Zboralske and Kenyon Lederer. The team will operate under the Carson Wealth brand and join the firm's office in Roseville, Calif., bringing approximately $236 million in advisory and brokerage assets.
The acquisition expands Carson Wealth's presence in Northern California and reflects Carson's continued investment in growth through both adviser recruitment and strategic acquisitions. The team will continue serving clients across the financial spectrum, with a strong niche in retirement, telecoms and healthcare and they will gain access to Carson's broader capabilities to support continued growth and enhance their client experience. Zboralske and Lederer are joined by wealth adviser Chase Lederer and two support staff members.
