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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Ken Waltzer MD, MPH, AIF®, CFA, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CNBC in “This Asset Can Provide Investors Hefty Yields at a Favorable Tax Rate. Here’s What You Should Know.” “The preferred #market is very complex,” said Ken Waltzer. He said these securities make up no more than 15% of his clients’ fixed #income allocation. Access the full article authored by Darla Mercado, CFP® here: https://lnkd.in/gPfWVDrs
This asset can provide investors hefty yields at a favorable tax rate. Here’s what you should know
cnbc.com
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Kate Maier, JD, CFP®, CTFA, Vice President Private Client at Wealth Enhancement Group, recently spoke on a ‘Women & Wealth’ panel at Portfolio Summits Minnesota RIA Summit. During the panel, Kate shared her experiences working with female clients at Wealth Enhancement Group. Congratulations, Kate!
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John Patterson, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group's Charlotte, North Carolina office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. John ranks #12 in North Carolina.* *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/gYTTHQdK
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Happy Independence Day from all of us here at Wealth Enhancement Group!
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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!