Carson Group takes over ZeroCelsius Wealth Studio
Yahoo Finance·2026-03-09 11:51

Core Insights - Carson Group has acquired ZeroCelsius Wealth Studio, marking its 40th fully owned office and expanding its asset management to over $57 billion [1][4] - ZeroCelsius Wealth Studio, founded in 1998 and rebranded in 2009, manages approximately $134 million in assets [1] - The partnership aims to enhance client service and operational support while maintaining the firm's original values and culture [2][3] Company Overview - ZeroCelsius Wealth Studio was independently operated until October 2023, when it became a direct partner of Carson Group [2] - The firm is led by managing partner Ross Gott and operations manager Robin Laughinghouse, who emphasize intentional living and planning [2] - The acquisition allows ZeroCelsius to access broader investment products, financial planning tools, and technology to improve client services [3] Strategic Importance - Carson Group's CEO Burt White highlighted the acquisition as a significant milestone, reflecting the growth of the firm and the trust advisors place in its model [4][5] - The addition of ZeroCelsius is expected to deepen Carson Group's impact and broaden its reach in delivering personalized financial guidance [5] - The partnership is designed to strengthen the existing culture of ZeroCelsius while providing the necessary scale and resources for long-term success [5]

Carson Group takes over ZeroCelsius Wealth Studio - Reportify