Ex-Northwestern Mutual Advisor with $170M Hops to Carson Group 

A wealth advisor overseeing about $170 million in total client assets has joined the Carson Group from Northwestern Mutual.  

Advisor James Fetters has launched his independent practice, Santa Monica-based Blueprint Wealth Management. 

Fetters decided to join the Carson Group because of the firm’s “advisor-centric culture, collaborative model, and shared commitment to putting clients’ needs first.” Fetters also stated that Carson’s access to tax and estate planning services, and “innovative” technology, helps him “deliver even more value to his clients.” 

“My mission has always been to act in my clients’ best interests and give them more guidance and clarity about their financial lives,” Fetters said. “Partnering with Carson allows me to do exactly that, but on a greater scale. With access to tax and estate planning specialists, I can deliver deeper, more thoughtful strategies tailored to each client’s goals.” 

Recently, Carson took full ownership of a Pennsylvania-based Carson Wealth office that oversees more than $358 million in assets under management.    

The office, led by managing partner and wealth advisor Neal McGrath, has been a Carson Wealth office since 2022, and marks Carson Wealth’s second office in Pennsylvania. 

Omaha, NE-based Carson Group, founded in 1983, oversees over $50 billion in assets for more than 54,000 clients, according to the firm.

Pictured: James Fetters