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Carson Wealth – Scottsdale

EST. AUM
$430,000,000

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4

CLIENT ACCOUNTS

Firm Details

Metro area Phoenix
CRD Number
Website carsonwealth.com
Client types

Overview

Carson Wealth – Scottsdale is a multigenerational advisory firm led by Managing Partner Brent Pine. Originally founded as Integrated Wealth Management in 2001, the firm affiliated with the Carson ecosystem in 2021 before being fully acquired by Carson Group in early 2026. The practice is known for its "Financial Positioning System" and a service model rooted in the fiduciary standard. The team specializes in serving families, pre-retirees, and military veterans throughout the Phoenix valley, emphasizing "stewardship" and transparent, values-driven financial guidance.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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