Wealth Enhancement Group

Wealth Enhancement Group is a comprehensive wealth management firm dedicated to helping individuals and businesses achieve their financial goals through a team-based approach. With a nationwide presence, they offer a wide range of services tailored to meet the unique needs of each client.

Their services encompass comprehensive wealth management, including tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, and financial planning.

Additionally, they provide specialized solutions such as employee retirement account management, trust services, tax preparation, and business owner consulting.

For businesses, Wealth Enhancement Group offers guidance for plan sponsors, plan participant education, and employee benefits programs.

Locations

The firm operates numerous offices across the United States, ensuring clients have access to personalized financial advice and services.

• Los Angeles, CA: The Oakwood Team serves the greater Los Angeles area, providing financial management, advisory, and retirement planning solutions.
• Denver, CO: The Cardan and Miller Teams offer comprehensive financial services in the Denver area.
• Houston, TX: The FinGroup Team provides wealth management services in Houston, focusing on investment management, financial planning, and tax services.
• Fairlawn and Akron, OH: The Aurum Fairlawn Team offers financial management and advisory services in the Fairlawn and Akron areas.
• Rochester, MN, USA: Wealth Enhancement Group also operates a significant office in Rochester, ensuring further geographic reach and client support.

Team-Based Financial Planning

Wealth Enhancement Group's commitment to a team-based approach ensures that clients receive integrated advice and investment management. This is backed by specialists in various financial disciplines.

The collaborative model aims to build and preserve clients' wealth, providing a comprehensive solution to their financial needs.