Wealth Enhancement Group’s Post

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

Laura Mattia, Ph.D., MBA, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by USA TODAY in “Trump or Biden? Investors Are Anxious About the 2024 Election. Here’s How to Prepare.” Mattia says #investors should adopt an “all-weather strategy,” making long-term #investment decisions that will serve them well no matter who wins. Access the full article authored by Daniel de Visé here: https://lnkd.in/geDGWfWV

Brian Regan, CFA, MBA, CFA, Senior Portfolio Manager at Wealth Enhancement Group was featured by TheStreet in “Man vs. Machine: Cat Bond Investment: Diversification or Disaster? Expert Weighs in.” “#ChatGPT gave a nice overview of the pros and cons of CAT bonds. The yields are higher with a spread of about 3% as of this writing, and they should provide diversification since the outcome is not mainly dictated by #financial markets. But I think I can add more detail and clarifications.” Access the full article here: https://lnkd.in/gattSXbG

We're expanding our team! Seeking a Tax Advisor at our Houston, Texas 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/gjzA96Ja #careers #hiring #jobsearch #jobopening #nowhiring #jobhunt #clientservices

Kristopher Carroll, PhD, CFA®, CFP®, Managing Director of the Carolina’s at Wealth Enhancement Group, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kris ranks #5 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/gET2TCYG

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

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

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

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

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