Carson Wealth - Walla Walla, WA

EST. AUM
$120,000,000

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Firm Details

Metro area Seattle
CRD Number
Website carsonwealth.com
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Overview

Carson Wealth - Walla Walla, WA is an integrated wealth management office serving the Pacific Northwest. Formerly known as Buckley Investment Group, the firm rebranded and fully integrated with Carson Wealth in April 2026 to enhance its operational scale and client resources. The firm operates as a full-service boutique practice, emphasizing a fiduciary-first approach to financial planning. It specializes in serving a multigenerational client base by combining local, personalized advisory with the institutional-grade investment platform and technology of the broader Carson Group ecosystem.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Carson Wealth - Walla Walla, WA

Platform Details

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