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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Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed on CNBC: Closing Bell. In this segment, Ayako discusses her #market outlooks, expectations from the Fed, and more. 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/gjFNmQKU
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Wealth Enhancement Group, a national independent wealth management firm with over $85.4 billion in client assets, has announced the acquisition of Peak Financial Services, Inc., a hybrid RIA located in Northborough, Massachusetts. Peak Financial Services oversees more than $123 million in client assets and is led by Founder & President, Kevin M. O'Brien, CFP® Wealth Management. Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “We extend a warm welcome to Kevin O’Brien and the team at Peak Financial Services. Given their integrated approach to wealth management and their focus on client relationships built on trust, we are confident Peak Financial Services will be an excellent partner.” Access the full press release here: https://lnkd.in/gf3qUnMm
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Ed Shill, CFA®, Senior Vice President, Financial Advisor, and Managing Director at Wealth Enhancement Group was featured on the Money Life with Chuck Jaffe podcast. Ed talks about how #investors should go looking for individual #stocks at times like now when the market is "overbought," and among his surprising picks for these times is troubled airplane maker Boeing, which he describes as an enormous bargain as it tries to regain lift after recent operational troubles. 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/g2KX-Qay
Wells Fargo's Christopher: First a downturn, then the economy triggers another rally
https://www.libsyn.com
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B. Kelly Graves, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group's Charlotte, North Carolina office, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kelly ranks #6 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/gaw36Kgu
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Joseph Gaj, CLU®, ChFC®, Director of Insurance at Wealth Enhancement Group was quoted by CBS in “Buying Long-Term Care Coverage in Your 60s? 5 Tips to Compare Policy Options.” "I prefer highly rated carriers that have multiple #insurance product lines and therefore has a well-rounded #business that could weather the occasional spike in long-term care claims," says Gaj. Access the full article written by Aly Yale here: https://lnkd.in/gnVj67G6
Buying long-term care coverage in your 60s? 5 tips to compare policy options
cbsnews.com
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Tune into CNBC Closing Bell: Overtime at 4:00 PM ET this afternoon to watch Nicole Webb, Senior Vice President at Wealth Enhancement Group discuss earnings season kickoff, her #market outlook, and more!
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Will Mullin, CFP®, CHFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by ThinkAdvisor in “Honoring Advisors Who Serve(d): Fourth of July, 2024.” “I was a combat engineer whose primary mission was to help the division navigate while on combat missions by constructing temporary routes, clearing barriers and obstacles with explosives, and detecting and navigating mines and other hazards.” Access the full article to learn more about his story: https://lnkd.in/gWNYYXn9
Honoring Advisors Who Serve(d): Fourth of July, 2024 | ThinkAdvisor
thinkadvisor.com
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Kelly Crane, CFP®, CLU, CFA, MBA, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s Walnut Creek, California office, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kelly ranks #59 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/g7wigm9Z
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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