Case Study: Carson Wealth enhances client value with Vestwell

How Carson Wealth Enhances Client Value With Vestwell

Carson Wealth, a wealth advisory firm, faced challenges with its previous retirement plan providers due to their lack of streamlined technology, inefficient paperwork, and inconsistent client support. This hindered their ability to efficiently manage plans and offer tailored investment options, risking their high standards of client service. Seeking to enhance their value proposition, they partnered with Vestwell for its modern savings platform for retirement plans.

By implementing Vestwell's technology, the firm automated enrollments and paperwork and gained real-time data access. The open architecture platform supported Carson Wealth's own 3(38) investment manager program, allowing for customized fund lineups. This solution, combined with Vestwell's exceptional support, streamlined operations. The partnership has been a success, enabling the advisory team to focus on client growth and education, and has resulted in nearly 200 plans being launched with Vestwell.

Carson Wealth

Mike Garmone

Managing Partner and Wealth Advisor