$575M RIA Spectrum Management Group Announces Affiliation with Ron Carson; Rebrands to Carson Wealth
Spectrum Management Group, a boutique wealth management firm headquartered in Indianapolis, Indiana, today announced the team's decision to affiliate as a Carson Wealth office. Co-founders Bob Phillips and Leslie Thompson, who lead a team of eight, decided to affiliate with Carson Wealth to better serve their clients and expand the already advanced menu of services and resources available. Both firms believe in a shared focus on guiding clients to financial confidence by simplifying their financial lives.
Spectrum Management Group becomes Carson Wealth's fifth $500M+ AUM firm in the past year to take advantage of the increasingly popular equity swap option available to advisors. As with other advisors who have affiliated and rebranded as Carson Wealth offices, Phillips and Thompson will maintain active majority ownership of their firm and will remain the strategic decision-makers for all business decisions and operations in the Indianapolis office.