Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Jackson Wealth Management, Harbourfront Wealth, Others

Editorial Staff

8 June 2026

Carson Group, Jackson Wealth Management
Carson Group, a $58 billion AuM wealth manager, has acquired Jackson Wealth Management. Jackson chose Carson Group as its strategic partner as the firm enters the next phase of growth and expansion.

The Lake Mary, Florida-based firm manages more than $1.1 billion in client assets and joins Carson from Osaic, transitioning as an integrated Carson Wealth office.

Jackson Wealth Management – founded in 1992 by George P Jackson – says it operates a family office approach.

"George has built a highly respected independent advisory firm and earned the trust of his clients through a disciplined, relationship-driven approach to planning, which makes this team an ideal fit for the Carson Wealth community," Burt White, CEO of Carson Group, said.

The team includes wealth advisors Michael McGahan and Yulia Dance.

Jackson Wealth Management is Carson's 46th integrated office. Turkey Hill Management served as exclusive M&A advisor to Jackson Wealth Management on the transaction. The financial terms were not disclosed.

Harbourfront Wealth Group, Cumberland Partners
Harbourfront Wealth Group, a Canada-based firm, has acquired Cumberland Partners and its subsidiaries, marking its fifth acquisition in three years.

The transaction will accelerate Harbourfront Wealth’s growth across Canada, expand its presence in Toronto and Calgary, and add about $5 billion in assets under administration. Financial terms were not disclosed.

“Cumberland adds meaningful strength to our business and supports our continued growth as one of Canada’s leading independent wealth firms,” Richard McIntyre, CEO of Harbourfront Wealth, said.

The transaction is expected to close in the third quarter of 2026 and is subject to regulatory approvals and other customary closing conditions.

Founded in 2013, Harbourfront Wealth Group operates from more than 60 locations across Canada. Harbourfront Wealth includes a CIRO-registered securities advisory firm, an investment council portfolio manager, an insurance company, an asset management firm, and a US SEC Registered Investment Advisor .

Cumberland Partners, which was founded in 1997, was advised on the transaction by its long-term strategic and financial advisor, Clariti Strategic Advisors, through its strategic review process.

Soltis
Soltis Investment Advisors, an RIA, has acquired Artifex Financial Group, a financial planning and wealth management firm based in Dayton, Ohio. Founded in 2007 by Doug Kinsey and Darren Harp, Artifex advises more than $325 million of client assets and serves over 300 client households and local businesses.

Kinsey and fellow founder Darren Harp will hold active leadership roles in the organization.

Alaris Acquisitions, an M&A advisory firm specializing exclusively in the wealth management industry, acted as the advisor for this transaction, for which financial terms were not disclosed.

Soltis is based in St George, Utah with about $14 billion in assets under management and assets under advisement.