Wealth management

Seneca House Advisors is an independent wealth management practice serving individuals and families with financial planning, portfolio management and advisory services.

The acquisition strengthens Wealth Enhancement's strategy of integrating tax planning with wealth management while expanding its presence in the Houston market.

The Finway Group is a retirement plan services provider, expanding its national retirement services platform with enhanced pooled employer plan (PEP) and fiduciary capabilities.

The acquisition strengthens Caprock's presence in Austin and Oklahoma City while expanding its family office capabilities for ultra-high-net-worth clients.

The team will join the Carson Wealth brand and operate from the firm's Roseville, Calif., office, bringing approximately $236 million in advisory and brokerage assets.