Carson Group Adds $300M FA Team to Existing Great Lakes Location  

Carson Group has added an existing Great Lakes-area Carson Wealth office, which oversees about $300 million in assets under management. 

Palatine, IL-based GCD Advisors, founded in 2001, provides wealth management, tax planning, portfolio management, financial planning, consulting, and solicitor services to high-net-worth clients, according to the firm’s latest Form ADV Part 2A.  

GCD Advisors is led by senior wealth advisors Greg Diamond and Neil Cohen, and will join Carson Wealth’s office, which is led by managing partner Mark McCallum, Carson said. 

“This transition allows us to gradually step back from day-to-day operations, leaving that in the hands of Carson’s broader team, so that we can focus on what we enjoy most—building relationships and delivering results,” Cohen said. 

Recently, Carson Group fully acquired Ohio-based Wells Trecaso Financial Group, which oversees about $570 million in assets under management. 

Omaha, NE-based Carson Group, founded in 1983, oversees $48 billion in assets for more than 54,000 families, according to the firm.