Published by Scott Ford, Managing Director, Partner
We have exciting news to share! On February 20th, 2019, GAAM Wealth Management will become Carson Wealth Kingsport! Why are we rebranding? Because we believe that, in this case, 1+1=10. By rebranding and strategically partnering with Ron Carson and his team, we can create more freedom for more consumers, both now and in the future.
As you know, GAAM Wealth Management was built on the dedication to make the complex simple. I recently joined the GAAM team as CEO to merge my firm, Cornerstone Wealth Management, with GAAM. This was a strategic move to improve client service and expand financial planning capabilities. The reason this was a good fit for the GAAM team, GAAM’s clients, and myself is because GAAM Wealth Management and Cornerstone Wealth Management are fellow Carson Group Partners.
I have been a Carson Group Partner since 2012, all because Ron Carson and I believed that together we could create technology to simplify money management with straightforward fees, an effective game plan, and advice in a common language. This partnership has benefitted everyone involved, but it does create some confusion. I have frequently been asked, “Who is GAAM versus who is Carson?” Just as in everything we do, the premise behind our rebrand is clarity and simplicity.
We believe that you will greatly benefit from this rebrand as both our firm and Carson believe strongly in the Value of Relationship. Not only will you get to tap into improved services and offerings, but you will still maintain a strong relationship with your current advisor team, including myself, with a local presence.
Watch this video to learn more about this significant transition and what it means for you!
If you have any questions about this rebrand, please reach out to me and my team. You can reach us by phone at (301) 739-8505 or by email at [email protected].
