Carson Group Fully Acquires $430M Carson Wealth Office in Arizona

Carson Group has fully acquired an Arizona-based Carson Wealth office that oversees more than $430 million in total client assets. 

The Scottsdale, AZ-based Carson Wealth office, which is led by managing partner and wealth advisor Brent Pine, includes partners and wealth advisors Mark Jones, Luke Pine, and Torrey Pine.  

The team is also supported by senior relationship and operations manager David Buskirk, operations manager Rene Moreno, and client experience advocate Nina Bridwell. The firm offers “comprehensive” tax planning and private client solutions to multigenerational clients, Carson said. 

Pine, who founded Integrated Wealth Management in 2001, started its affiliation with Carson after Carson took a minority equity stake in the firm in 2021, which resulted in the firm rebranding as Carson Wealth Scottsdale. 

“With Carson, we’ve found our forever firm, one that aligns perfectly with our values, and fully integrating became the natural next step,” Pine said. “While I don’t have plans to retire anytime soon, this move helps ensure we can care for our clients and their families long after I step back, while mentoring the next generation of advisors and building a Scottsdale presence positioned for meaningful growth and long-term value for clients.” 

Earlier this month, Carson fully acquired another Carson Wealth office based in Georgia, which oversees more than $218 million in advisory and brokerage assets. 

Omaha, NE-based Carson Group, founded in 1983, oversees more than $55 billion in assets for more than 54,000 families, the firm said. 

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Pictured: (L-R) Luke Pine, Brent Pine, Mark Jones, and Torrey Pine