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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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…
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Marc Lewyn
SVP, Financial Advisor at Wealth Enhancement Group
Updates
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We all want our freedom. Many people in their working years are focused on #financialfreedom: the freedom to buy the things you desire, the freedom to experience what you want, the freedom to travel wherever and whenever you wish, the freedom to pay for your child’s education, or the freedom to purchase a vacation home. Sounds nice, right? Financial freedom includes both the freedom of #money, and the freedom of time. The challenge is striking a balance between the two. Read our blog post "Unlocking the Path to Time & Financial Freedom: Take the Personal Assessment" to learn more! https://lnkd.in/gfERtaEQ
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We're expanding our team! Seeking an Associate Financial Planner at our Cincinnati, Ohio 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/gscjZ7kc #careers #hiring #jobsearch #jobopening #nowhiring #jobhunt #clientservices
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Debbie Pursey MBA, CFP®, AIF®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s Walnut Creek, California office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list, a global media platform known for its prestigious rankings. Debbie ranks #114 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/gFWYir_x
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Kelly Crane, CFP®, CLU, CFA, MBA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by Bankrate in “CDs or Fixed Annuities: Which is a Better Way to Save for Retirement?” “If you’re in a higher tax bracket and don’t need the #money for some time, you’ll enjoy the power of tax-deferred compounding inside an #annuity,” says Kelly Crane. Access the full article authored by Karen Bennett here: https://lnkd.in/gxcj5guQ
CDs Or Fixed Annuities: Which Is A Better Way To Save For Retirement?
bankrate.com
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Ayako Yoshioka, CFA, Senior Portfolio Manager, at Wealth Enhancement Group will be on CNBC: Closing Bell this afternoon at 3:00 PM ET. Be sure to tune in!
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Douglas Huber, Vice President of Investment Strategy at Wealth Enhancement Group was interviewed by Stacy Havener on the iVoox podcast & radio 'Billion Dollar Backstory' podcast. Fund buyers know investing is more of an art than a math equation. 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 episode here: https://lnkd.in/gyimKQaT
47: $83B Investment Strategist Doug Huber of Wealth Enhancement Group on the Evolution of Manager Research |... - Billion Dollar Backstory - Podcast en iVoox
ivoox.com
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Wealth Enhancement Group, a national independent wealth management firm with over $85.3 billion in client assets, announced the acquisition of Starfox Financial Services, LLC, an independent RIA in The Woodlands, Texas. The team manages over $254 million in client assets and is led by Founding Partner & Wealth Advisor, Jose Palafox and Partner & Wealth Advisor, Bill Friebel, CFP®. Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “I'm pleased to welcome Jose, Bill, and their team to Wealth Enhancement Group. The team at Starfox Financial Services treats their clients like family and cares deeply for their community. The level of dedicated, personal attention and care they provide makes them a great fit for our firm, and I’m glad they chose to join us.” Access the press release: https://lnkd.in/eReDjS_9
Wealth Enhancement Group Grows by Adding Starfox Financial Services, LLC, an Independent RIA with Over $254 Million in Client Assets
wealthenhancement.com
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Wealth Enhancement Group, an independent wealth management firm proudly announces that 21 of its advisors have been recognized in the Forbes ranking of Best-in-State Wealth Advisors. This achievement underscores the firm's commitment to delivering exceptional financial guidance and personalized wealth management solutions nationwide. *Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23. "We are incredibly proud of our advisors for their dedication to serving our clients with integrity, proficiency, and unwavering commitment," said Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement. “Earning recognition on the Forbes list is a testament to their hard work and the trust they have earned from the clients they serve." Congratulations to: Kelly Crane - #59 in California Dan Gensler - #36 in California Debbie Pursey - #114 in Northern California Mindy Ying - #11 in California Sarah Keys - # 87 in Colorado Mike Scroggins - #101 in Florida Todd Diven - #150 in Illinois Nate Hanft - #174 in Maryland Nicole Webb - #61 in Minnesota Peter Hoglund - #130 in New Jersey Mark Cortazzo - #13 in New Jersey Tom Moyer - #104 New Jersey Kris Carroll - #5 in North Carolina Kelly Graves - #6 in North Carolina John Patterson- #12 in North Carolina Mike Bohmer - #24 in Ohio Peter Hoover - #21 in Pennsylvania Michael Sadoff - #3 in Wisconsin Bryan Sadoff - #4 in Wisconsin Vince Cimino - #12 in Wisconsin Dan Hyland - #64 in Wisconsin Access the full press release here: https://lnkd.in/g5c2GJmn
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Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “Protesters in Kenya Angry Over Tax Rises.” Tune in to hear her discuss #taxes rises in Kenya and tariff policy differences between Trump and Biden’s proposed platforms. 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/gzTEs3Gr
World Business Report - Protesters in Kenya angry over tax rises - BBC Sounds
bbc.co.uk