Carson Group Acquires $236 Million Pinnacle Wealth Management Team in California

Carson Group has announced the acquisition of Pinnacle Wealth Management, a Roseville, California-based advisory firm managing approximately $236 million in assets. Led by Managing Partners Jack Zboralske and Kenyon Lederer, the team will integrate into the existing Carson Wealth office in Roseville to leverage the firm’s national scale and technology. This move highlights Carson’s ongoing strategy of expanding its Northern California footprint through targeted acquisitions and advisor recruitment. The deal underscores a broader trend in the wealth management sector where independent firms seek institutional resources to address increasingly complex client needs and succession planning.

Carson Group, the Omaha-based wealth advisory giant with more than $60 billion in assets under management, has officially integrated the Pinnacle Wealth Management team into its Carson Wealth office in Roseville, California. The acquisition brings in approximately $236 million in advisory and brokerage assets, along with a specialized team including Managing Partners Jack Zboralske and Kenyon Lederer, Wealth Advisor Chase Lederer, and two support staff members. This expansion in Northern California is part of Carson’s broader growth strategy, which utilizes a flexible model designed to support advisory firms at various stages of their evolution, whether they are focused on rapid growth or long-term succession.

The Pinnacle team brings a distinct niche expertise to Carson, particularly in the retirement, telecommunications, and healthcare sectors. By joining the Carson Wealth brand, the advisors gain access to the firm’s extensive planning capabilities, specialized expertise, and advanced technology stack. Burt White, CEO of Carson Group, emphasized that the partnership combines Pinnacle’s history of client-first guidance with Carson’s institutional scale, creating more opportunities for future growth. White noted that the firm’s model is intentionally designed to provide advisors with choices regarding how they scale their businesses or manage continuity.

In selecting a partner, the leadership at Pinnacle Wealth Management cited Carson’s collaborative culture and proven track record of helping independent advisors build enduring businesses. Jack Zboralske noted that the move allows the team to maintain their personalized client relationships while creating new opportunities for the next generation of advisors within their practice. Kenyon Lederer added that as market volatility and client needs become more complex, the firm required a partner that could strengthen their proactive guidance through enhanced planning resources. Carson Group currently serves more than 60,000 client families across a network of over 165 partner offices, including more than 50 Carson Wealth locations.