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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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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Cohen (Duncan) Taylor, LMFT, Behavioral Wealth Specialist at Wealth Enhancement Group authored a byline that was published by Kiplinger titled “Three Ways You Can Create a Healthy Relationship With Money.” Understanding the why of your decisions, balancing needs vs wishes and looking at #money as a resource rather than something to be accumulated can reshape your money beliefs. Access the full article here: https://lnkd.in/euB3UczQ
Three Ways You Can Create a Healthy Relationship With Money
kiplinger.com
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Positive returns in the Growth and Technology sectors helped cap off another strong quarter for the #market, but they have further intensified the high concentration of market leadership. Investors appear content with modest rate cut expectations, while growth and #inflation have moderated. to learn more, access our "July 2024 Market Commentary" here: https://lnkd.in/dsk4E-fQ
July 2024 Market Commentary
wealthenhancement.com
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Mike Bohmer, Senior Vice President and Financial Advisor at Wealth Enhancement Group's Cincinnati, Ohio office has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Mike ranks #24 in Ohio.* *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/g_seMGti
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Nicole Webb, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was interviewed on CNBC Closing Bell: Overtime in “Nasdaq and S&P 500 Notch Record Closes as Apple, Amazon, Meta Hit Record Highs.” In this segment, Nicole talks about talk the day’s record #market action. 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/g_AiYxYY
Nasdaq and S&P 500 notch record closes as Apple, Amazon, Meta hit record highs
cnbc.com
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Maura Schauss, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by USA TODAY in “How You Can Retire Early.” “Many clients who achieve #financial independence keep working, as they enjoy work more knowing that they would be fine and able to enjoy the same lifestyle if they left,” Schauss said. “Achieving financial independence means that you can enjoy what brings you happiness while having financial peace of mind.” Access the full article authored by Coryanne Hicks here: https://lnkd.in/gyMNpgNS
How you can retire early
usatoday.com
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Michael Sadoff, Senior Vice President and Financial Advisor at Wealth Enhancement Group's Milwaukee, Wisconsin office, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Michael ranks #3 in Wisconsin.* *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/g2KBYSuX
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50% of Americans do not understand basic #financial principles that underpin sound financial decision-making. This raises some real concerns. People who lack #financialliteracy are potentially at greater risk of making common money mistakes, such as taking on too much #debt, not saving enough, or not building an emergency fund. A commitment to lifelong financial literacy can help counter these trends. Beyond allowing you to build a healthy relationship with #money, remaining financially literate over time can enhance your financial confidence, reduce your vulnerability to fraud, and position you to reach your long-term goals. For more information read our blog post "Maintaining Financial Literacy Throughout Life": https://lnkd.in/gHRiwKbN
Maintaining Financial Literacy Throughout Life
wealthenhancement.com
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Wealth Enhancement Group, a national independent wealth management firm with over $85.7 billion in client assets, has announced the acquisition of Rock House Financial, an independent RIA located in Farmington, Utah. The team, comprised of four financial advisors and six support staff, oversees more than $272 million in client assets, and is led by Founder, Bob Aamodt, CFP®, Nicole Roberts, CFP®, and Zach Nelson, MBA, CFP®. Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “We are excited to establish a presence in Utah through our latest partnership with Rock House Financial. Bob and his team are passionate about helping to create a more confident future for their clients, and we look forward to expanding our reach to serve more people in the Mountain West.” Access the full press release here: https://lnkd.in/gUcs7R9Y
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