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
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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
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Brian Lomax, CFA, CAIA
Senior Portfolio Manager at Wealth Enhancement Group
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John Hunt
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Charles Warnock
Content Marketer | 2X Author | Wealth Management | Sustainable Growth
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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
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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
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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
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Nate Hanft, CFP®, Vice President, and Financial Advisor at Wealth Enhancement Group’s Hagerstown, Maryland office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. Nate ranks #174 in Maryland.* *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/gk22_Tr4
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Edward Silversmith Jr., CFP®, CPWA®, Portfolio Manager at Wealth Enhancement Group was featured by CBS MoneyWatch in “5 Expert-Driven Tips for Paying Off $30,000 in Credit Card Debt.” “If the reason was bad #spending habits or a lack of income, you'll need to modify your behavior or find ways to boost your #income. If the behavior isn't modified and cash flows aren't improved, consolidation #loans, balance transfers and other #debt relief options are temporary bandages that are going to fall off at some point.” Access the full article authored by Jerry Brown here: https://lnkd.in/gnd5heGi
5 expert-driven tips for paying off $30,000 in credit card debt
cbsnews.com
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We're expanding our team! Seeking a Sr. Client Service Associate at our Little Silver, New Jersey office. 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/gPQ3F7Hu #careers #hiring #jobsearch #jobopening #nowhiring #jobhunt #clientservices
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Mindy Ying, CFP®, Senior Vice President, Financial Advisor, and Managing Director at Wealth Enhancement Group’s San Marino, California office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors ranking. Mindy ranks #11 in California.* *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/gXDga3sZ
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Joseph Gaj, CLU®, ChFC®, Director of Insurance at Wealth Enhancement Group was quoted by CBS in “4 Important Long-Term Care Decisions to Make Before Age 60, Experts Say.” "Some long-term care solutions limit home health care vs. facility care or offer reimbursement #benefits vs. cash indemnity-style benefits. It's important to pick the product type that fits your needs best." Access the full article written by Aly Yale here: https://lnkd.in/gY8GpS8E
4 important long-term care decisions to make before age 60, experts say
cbsnews.com
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Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “President Joe Biden Has Called on Major Drug Companies to Cut the Price of Weight Loss Drugs.” Tune in to hear her discuss pharma #stocks, #Tesla sales, and Powell’s recent commentary. This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal. Access the full replay here: https://lnkd.in/gFAtRHPQ
World Business Report - President Joe Biden has called on major drug companies to cut the price of weight loss drugs - BBC Sounds
bbc.co.uk
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Mike Scroggins, CPA, CFP®, CFPA, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s Naples, Florida office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. Mike ranks #101 in the state of Florida.* *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/gh_BPFGs
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