Miller Johnson Represents Wambolt & Associates in Acquisition by Carson Group Holdings, LLC
The Transaction
In June 2025, Miller Johnson represented Wambolt & Associates in the sale of its assets to Carson Group Holdings, LLC. Wambolt & Associates, an independent wealth advisory firm built on collaboration, integrity, and a truly holistic approach to wealth management. Their merger with Carson Group Holdings, LLC, a nationally recognized financial planning and wealth management firm, allows their team to continue to work with their clients to develops customized financial blueprints and outlines actionable steps to achieve successful immediate and long-term results, with the proven processes ad industry-leading resources, technology, and practice management support of Carson Group Holdings, LLC.
Miller Johnson acted as legal advisor to Wambolt & Associates, LLC in the transaction. Miller Johnson’s team included Aimee Jachym (M&A), Chelsea Austin (M&A), Abimbola Adekoya (M&A), and Jessica McLemore (M&A).
Wambolt & Associates
Founded in Littleton, Colorado, by Greg Wambolt, their client-focused, multi-advisor team approach to investment management, retirement planning, insurance, and estate planning. has been serving their clients since 2010.
Carson Group Holdings, LLC
A nationally recognized wealth advisory and financial services firm with over $39 billion in assets under management, they support the growth and operational needs of financial advisors to ensure clients continue to receive the highest level of care and service.
Miller Johnson’s Mergers and Acquisitions Group
Miller Johnson’s M&A practice group collaborates with clients and their advisors to structure, negotiate and close deals and to navigate the challenges that can arise in mergers, acquisitions, dispositions and other business combination or investment transactions.
Miller Johnson is top listed for mergers and acquisitions with U.S. News & World Report’s Best Law Firms and is ranked by Chambers USA. At The M&A Advisor’s national awards and the ACG M&A Deals and Dealmakers regional awards, our attorneys are consistently involved in deals honored as winners and finalists. For further information, please contact Aimee Jachym at 269.226.2984.