Sowell Management Launches Advanced Planning Group
Sowell Management, a leading Registered Investment Advisor based in North Little Rock, Arkansas, has launched its Advanced Planning Group (APG) to provide advisors with integrated estate planning, tax strategy, and advanced financial services. The APG is designed to help serve high-net-worth families, wealthy individuals, and small business owners by offering specialized expertise across a range of complex wealth management areas. The new group will be available on both the Sowell Management and Cache River Private Wealth platforms. Led by Carrie Quraishi as Director of Advanced Planning and JR Quraishi as Director of Tax Planning, APG aims to deliver elite-level service typically associated with family offices. It emphasizes proactive tax planning strategies integrated into all services to help clients minimize their tax burden. This initiative is part of Sowell's broader strategy to expand its support for advisors serving affluent families. Cache River Private Wealth was launched in April 2026 as a division focused on households with $5 million or more in net worth, and APG will play an important role within this segment.
