Carson Wealth Partners with $400M Montana Practice 

Carson Wealth has formed a strategic partnership with True North Financial, now known as Carson Wealth | True North Financial, expanding its Montana presence with its second Billings office.  

The six-person team, led by managing partner, wealth advisor, Ty Vogele, and wealth advisors David Guenthner and Ryan Wittman, manages over $400 million in assets. True North will now have access to Carson’s investment strategies, advanced tax planning, and estate planning resources. 

“Partnering with Carson Wealth was a game-changer for us. As advisors, we often find ourselves wearing too many hats,” said Vogele. “We were struggling with balancing client needs, firm growth and everyday demands. Now, we have the resources and support to deepen client relationships and explore innovative financial planning solutions.” 

Carson’s model delivers large-firm resources while allowing advisors to maintain relationships with their clients. True North clients will continue working with their existing team. 

In February, Carson Wealth, the Omaha-NE-based division of Carson Group, expanded into the East, opening offices in Hanover, NH and Chester, VT, as part of a strategic partnership with Fisher Financial Advisors, which was rebranded as Carson Wealth. 

Carson Group currently manages $38 billion in assets and serves over 50,000 client families among its advisory network of more than 150 partner offices, including more than 50 Carson Wealth locations.