Wealth Enhancement Group, a national independent wealth management firm, continues to lead the industry as one of the nation’s top RIA platforms. Today, the firm is announcing three key leadership appointments, continued growth in strategic markets nationwide, and the surpassing of $81 billion in client assets. Chief Executive Officer of Wealth Enhancement, Jeffrey Dekko, shared, “Reaching these significant milestones underscores our commitment to providing best-in-class financial advice and expanding our reach to serve more individuals. Our growth trajectory continues this year, and we are eager to progress forward as a leading RIA platform.” Access the full press release: https://lnkd.in/eappyRBq
About us
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
- Website
-
http://www.wealthenhancement.com
External link for Wealth Enhancement Group
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Plymouth, Minnesota
- Type
- Privately Held
- Specialties
- Financial Planning, Investment Management, Tax Strategies, Risk Management, Insurance, Estate Planning, Group Retirement Plan Consulting, and Retirement Income Planning
Locations
Employees at Wealth Enhancement Group
-
Brian Lomax, CFA, CAIA
Senior Portfolio Manager at Wealth Enhancement Group
-
John Hunt
-
Charles Warnock
Content Marketer | 2X Author | Wealth Management | Sustainable Growth
-
Tom Breiter
I work with affluent clients who desire a structured approach for planning and investing that relieves them of the worry of the financial markets…
Updates
-
Nicole Webb, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Fox Business Network in “Why July is an Ideal Time for a Mid-Year Money Check-In.” July is often thought of as a time for home improvement projects, well-deserved vacations and leisurely day trips. In addition to these activities, financial pros say that the mid-year month of July is an ideal opportunity to assess your financial situation so you’re better prepared for the rest of the year. For more information, access the full article authored by Erica Lamberg here: https://lnkd.in/gXfepUtb
Why July is an ideal time for a mid-year money check-in
foxbusiness.com
-
We're expanding our team! Seeking a remote Tax Operations Manager. Explore diverse opportunities and unlock your full potential with Wealth Enhancement Group. Check out our latest job openings and take the next step towards advancing your #career. Learn more and apply below: https://lnkd.in/gwqZFkqT #careers #hiring #jobsearch #jobopening #nowhiring #jobhunt #clientservices
-
-
Sarah Keys, CDFA®, JD, MA, Int'l Business, Senior Vice President, and Financial Advisor at Wealth Enhancement Group's Denver, Colorado office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. Sarah was ranked #11 in Colorado.* *Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23. This elite list annually recognizes the country's top-performing financial advisors who lead the way by offering their clients the best practices and providing a high-quality experience for their clients. Top advisors are presented on a state-by-state basis, and the ranking is based on industry-specific qualitative and quantitative factors. Access the full press release here: https://lnkd.in/gK5HJV-3
-
-
Doug Kuring, CFP®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Forbes in “How to Invest for Your Children if They Don’t Go to College.” "For many 17 and 18-year-olds who might not have the maturity to make prudent decisions with a large sum of #money, investing within a brokerage account titled in the parents name is highly beneficial for the child’s future and peace of mind for the parent," says Kuring. Access the full article authored by Robert Farrington here: https://lnkd.in/gMSM49qj
How To Invest For Your Children If They Don’t Go To College
social-www.forbes.com
-
Pete Hoover, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group's Malvern, Pennsylvania office. has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Pete ranks #21 in Pennsylvania.* *Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23. This elite list recognizes the country's top-performing financial advisors who lead the way by offering their clients the best practices and providing a high-quality experience for their clients. Top advisors are presented on a state-by-state basis, and the ranking is based on industry-specific qualitative and quantitative factors. Access the full press release here: https://lnkd.in/gvUF_itH
-
-
Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured by CBNC in “Asia Chip Stocks Tumble Amid News the U.S. May Consider Trade Curbs.” “The chip companies have been the darlings of the #market. There’s digitization in almost everything that we touch. Any sort of tariffs and curbs to trade are going to impact these chip companies. We’re seeing it across the globe.” Access the full article here: https://lnkd.in/gCpzN7hu
Asia chip stocks tumble amid news the U.S. may consider trade curbs
cnbc.com
-
Peter Hoglund, CFP®, AIF®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s Warren, New Jersey office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. Peter ranks #130 in New Jersey.* *Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23. This elite list recognizes the country's top-performing financial advisors who lead the way by offering their clients the best practices and providing a high-quality experience for their clients. Top advisors are presented on a state-by-state basis, and the ranking is based on industry-specific qualitative and quantitative factors. Access the full ress release here: https://lnkd.in/gbr6TZPm
-
-
Nicole Webb, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s Plymouth, Minnesota office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list, a leading media platform known for its prestigious rankings. Nicole was ranked #61 in the state of Minnesota*. *Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23. This elite list annually recognizes the country's top-performing financial advisors who lead the way by offering their clients the best practices and providing a high-quality experience for their clients. Top advisors are presented on a state-by-state basis, and the ranking is based on industry-specific qualitative and quantitative factors. Access the full press release here: https://lnkd.in/gfTQpUXy
-
-
Is #inflation setting back retirement plans? Wealth Enhancement Group analyzed data from the EBRI to see how Americans are thinking about #retirement. Wealth is complex but managing it doesn’t have to be with this wealth management service. To learn more, access our full blog post "Americans’ Confidence in Their Ability To Retire Remains Shaken" here: https://lnkd.in/gaH8uT-V
Americans’ Confidence in Their Ability To Retire Remains Shaken
wealthenhancement.com