Carson Group Expands with $1.76B New Hampshire Wealth Team
Carson Group has expanded its national wealth management platform through a new partnership with Doyle and Loughman Wealth Management, a New Hampshire-based advisory firm overseeing approximately $1.76 billion in advisory and brokerage assets.
The firm joins Carson Wealth from Wells Fargo Advisors Financial Network, marking Carson’s second office in Hanover, New Hampshire, as the company continues to grow its footprint through advisor partnerships and acquisitions.
Founded by managing partners and wealth advisors Brian Doyle and Stephen Loughman, the firm specializes in serving multigenerational families through comprehensive financial planning and personalized advice. The team also includes wealth advisors Bradley Michalchuk and Kristen Laundry, along with seven operations professionals. The practice has built a reputation for serving high-net-worth families, women investors and clients navigating intergenerational wealth transfers.
“Advisors today are looking for more than a capital partner,” said Burt White, CEO of Carson Group. “They want a platform that helps them serve increasingly complex client needs, accelerate growth and build an enduring business for the next generation without sacrificing the culture and relationships that made them successful.”
Through the partnership, Doyle and Loughman will gain access to Carson’s integrated wealth management platform, including advanced financial planning, investment management, tax and estate planning resources, private client services, marketing support and operational infrastructure.
“This partnership allows us to remain the trusted firm our clients know while significantly expanding the capabilities and resources available to them,” Doyle said.
The transaction continues Carson Group’s active expansion strategy. Earlier this month, the Omaha, Nebraska-based firm acquired FFR Wealth Team, a Kentucky practice managing approximately $201 million in assets, following its acquisition of Jackson Wealth Management in Florida, which oversees more than $1.1 billion in client assets.
Carson Group manages more than $60 billion in assets and serves more than 60,000 client families nationwide.
Pictured l to r: Brian Doyle and Stephen Loughman