Dear Yari Capital Community,
I want you to hear this directly from me: after 31 years of building this practice, I have made a deliberate and deeply considered decision to move to a higher level of service for you and your family. I am proud to announce that Yari Capital has formed a strategic partnership with Carson Partners, one of the most respected independent Registered Investment Advisors in the country — ranked #5 on Barron’s Top 100 RIA Firms list and serving more than 54,000 client households across a nationwide network with over $60 billion in assets under management.
Since launching this practice in 1995, first as Mattson and Associates, and since 2024 as Yari Capital, I have built everything around a single belief: that financial planning should drive every client relationship, and that your goals, not any outside obligation, should determine every recommendation I make. That belief has never wavered.
Joining Carson means I am a truly independent advisor working within an environment that fully matches who I have always been. No conflicts. No competing obligations. Just the freedom to do what I have always done: put you first, every single time.
This partnership expands what we can deliver for you. Through Carson, we now have access to capabilities that were simply not available to us before:
- A dedicated Investment Committee and Research Department — led by Ryan Detrick (Chief Market Strategist) and Sonu Varghese (Global Macro Strategist) co-hosts of the widely followed Facts vs Feelings podcast — alongside Barry Gilbert (Asset Allocation Strategist) and Grant Engelbart (Investment Strategist). Their institutional-grade research and market analysis is now directly behind every recommendation I make.
- Best-in-class financial planning technology — including eMoney, which allows us to model your complete financial life — cash flow, retirement income, tax projections, estate scenarios, and stress-testing — in a single, integrated, real-time plan
- Best-in-class tax mitigation tools — including 55ip, an AI-driven tax transition management platform, and Carson’s Tax Strategy and Private Client Services programs, delivering proactive, sophisticated strategies most advisors simply do not have access to.
- An open-architecture investment platform — giving us access to the full universe of investment solutions, chosen on merit and in your best interest, never from a limited shelf.
- An Advanced Financial Planning Team dedicated solely to your financial outcomes — bringing specialized expertise in estate planning, tax strategy, retirement income, and complex planning scenarios, with no product agenda of any kind
Beyond the planning and investment capabilities, Carson’s infrastructure transforms how our team operates. Best-in-class operations, compliance support, and integrated technology free my team to focus entirely on what matters most: you. The internal efficiencies we gain translate directly into faster responsiveness, deeper service, and a team that is always working at its best on your behalf.
I also want to address something you may be wondering: your assets are safe. Carson Wealth Management, as an SEC Registered Investment Adviser, is regulated directly by the U.S. Securities and Exchange Commission — the highest federal standard for investment advisory firms. Your assets will be held in your name at Fidelity Institutional and Charles Schwab, independent custodians who are SIPC-insured and SEC-registered broker-dealers. The advisor changes. The safety does not.
The name Yari means wisdom and growth. That is what this partnership represents — not a departure from who we are, but the fullest expression of it. Carson’s purpose is to be the most trusted in financial advice. That belief is the foundation of everything we have built together over the past 31 years, and it is why this partnership feels not like a change, but like a homecoming.
Thank you for the trust you have placed in me and in this practice. It is the greatest honor of my professional life, and I do not take it lightly. We look forward to serving you and your family for many years to come. Please do not hesitate to reach out with any questions.
With gratitude,
Kurt Mattson, CFP®
Founder, Senior Wealth Advisor
