People Moves

Carson Group Adds New Firm To Roster

Editorial Staff, September 10, 2020

articleimage

The latest firm to join the nationwide group of businesses is based in Yakima, Washington.

Carson Partners, the group of wealth management firms across the US, has brought over Financial Management, Inc, a business based in Yakima, Washington. It has more than $100 million in client assets.

The firm was founded by Clark L Permann, a senior wealth advisor, who has more than 28 years’ industry experience. 

The FMI team also Includes managing partner and senior wealth advisor Erik R Pielstick, who has worked in the sector for more than 20 years.

Carson Group serves more than 34,000 families through its 133 partner locations across the US.
 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes