Carson Group Takes Full Ownership of Carson Wealth’s Florida Office 

Carson Group has completed the full acquisition of its Carson Wealth office in Orlando, FL. The office, managing $150 million in assets, was originally established in 1989 as Cadwell Wealth by Scott Cadwell. It became a Carson Group partner in 2018 and rebranded as Carson Wealth. 

Cadwell and his team now leverage Carson Group’s advanced technology and M&A resources to drive business growth and explore new office locations. The acquisition also supports their succession planning. The Orlando office will retain its local team and current Florida location, alongside offices in Florida and Nevada. Cadwell plans to pursue further growth across the Southeast. 

“My goal is to create a 100-year company, so it was important to know that there would be a lasting relationship beyond my time as an advisor,” said Cadwell, managing director, partner and wealth advisor at Carson Wealth in Orlando. 

Carson Group’s acquisition marks another milestone in its ongoing expansion, bolstering its national presence. Earlier this month, the firm revealed its complete acquisition of Mommaerts Mahaney Financial Services, a Marquette, MI-based firm overseeing about $314 million in assets.  In late January, Carson announced it would fully acquire its Carson Wealth Chicago office, a $1 billion firm with five locations in the Chicago area. Prior to that, it announced it fully acquired Carson Wealth Cedar Rapids, including their Las Vegas office. The newly formed location will manage approximately $1 billion in client assets.  

Omaha, NE-based Carson Group manages nearly $41 billion in assets and serves more than 52,000 client families among its advisory network of over 150 partner offices, including more than 50 Carson Wealth locations.