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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Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed on Fox Business Network: Making Money with Charles Payne in “Buying Into Market Dips in an ‘Incredible’ Opportunity.” In this segment, Nicole discusses why many people choose not to #invest in the #stockmarket. 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/gveYh_6P
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On Wealth Enhancement Group's annual #dayofservice, the 10-15 team purchased back to school backpack kits from Foster Love - Together We Rise and spent the afternoon filling the backpacks with pens, pencils, coloring pencils, markers, binders, highlighters and pencil cases. Foster Love connected them with a local agency called Court Appointed Special Advocates of Orange County (CASA OC). They work closely with Family Court judges in achieving permanent safe homes for children who are placed in foster care. A big thank you to George Huang, Evan Wongkittiroch, Michael Turi, CFP®, Brian Lomax, CFA, CAIA, Michael DeMatteo Jr, Mairead Harte, Jailene Limas, Stephanie DeMatteo Manitaras, Erica Zawacki, Donna Egan, Alexa Belmont, Brian Tegnander, and Adam Seifts, CFP® for their incredible work on our day of service!
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Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed on Fox Business Network: Varney & Co in “Market Expert Nicole Webb Reveals Key Factors That Will ‘Drive’ the Fed to Next Rate Cut.” In this segment, Nicole analyzes the U.S.’s latest #consumer confidence index report. 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/gTQiG29k
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Each year, Wealth Enhancement Group teams from across the country use our annual #DayofService as an opportunity to come together and make a difference in their communities. Follow along with us over the next week as we highlight a few of our teams and the great work they did!
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We're expanding our team! Seeking a Financial Planner at our Madison, Wisconsin 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/gTfAQzRv #careers #hiring #jobsearch #jobopening #nowhiring #jobhunt #clientservices
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Michelle Guissinger, CFP®, CPA, CDFA®, Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “Retire at Any Age: How Women Can Get There by 30, 40, 50 and 60 Years Old.” To #retire at any age, but especially to retire early, you have to put a plan in place early- and with most employers not offering pensions and with Social Security not being a replacement for most people’s #earnings, we all need a plan in place to (primarily) self-fund our #retirement. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Access the full article written by Yaël Bizouati-Kennedy here: https://lnkd.in/gec9asqy
Retire at Any Age: How Women Can Get There by 30, 40, 50 and 60 Years Old
gobankingrates.com
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Jeffrey Dekko, our Chief Executive Officer, spoke at Wealth Management EDGE yesterday alongside Natalie Wolfsen, Chief Executive Officer at Orion, where they explored emerging trends, market dynamics and key strategies shaping the industry’s future.
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Brian Kuhn CFP®, CLU®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “41 States That Won’t Tax Social Security Benefits in 2024.” Kuhn pointed out that you can calculate how much you’re saving on #taxes — assuming you live in a state that does not tax Social Security benefits — by looking up the effective rate of tax you paid to your state for all taxed #income sources and applying that to your total #SocialSecurity benefits. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Access the full article authored by Nicole Spector here: https://lnkd.in/g8W4erAJ
41 States That Won’t Tax Social Security Benefits in 2024
gobankingrates.com
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Tune into Fox Business Network’s Making Money with Charles Payne at 2:15pm ET this afternoon to watch Nicole Webb, Senior Vice President at Wealth Enhancement Group.