Worsfold Wealth Management affiliates with Omaha-based Carson Wealth
A financial adviser team in West Des Moines led by Joel Worsfold has affiliated with Carson Wealth, an independent advisory firm based in Omaha. Worsfold said in a press release that he will maintain active majority ownership of his firm, Worsfold Wealth Management, which was formerly part of Wells Fargo Advisors. Worsfold said he and his team decided to affiliate with Carson Wealth to offer clients greater resources as well as an expanded team of professionals. “Carson Wealth was really the only firm that culturally aligned with our mission and purpose for putting our clients at the center of everything we do,” Worsfold said. According to Investment News, Worsfold Wealth Management manages nearly $500 million in client assets. Carson Wealth, founded in 1983, is listed on Barron’s Hall of Fame as a top wealth management firm, and was recently added to the Inc. 5000 list of America’s fastest growing companies for the second consecutive year.