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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#Cyberscams aren’t anything new, but they are getting worse. Every day, con artists look for fresh opportunities—new “marks” who present themselves as assets ripe for the taking. As individuals, key employees, business owners, and executives, we should be prepared for heightened #scam activity. Read our blog post, "How to Protect Yourself From Cyberattacks" to learn more about #cybersecurity: https://lnkd.in/gYx7nRMN
How To Protect Yourself From Cyberattacks
wealthenhancement.com
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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 what she is expecting from Alphabet’s second quarter #earnings report as the #tech company is set to report after the bell. 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/gFYDidhw
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Vince Cimino, CFP®, CRPC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group's Clinton, Wisconsin office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. Vince ranks #12 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/gbM5NZ3h
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Thomas Moyer, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s Parsippany, New Jersey office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. Tom ranks #104 in New Jersey*. *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/gE_TgCQy
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Tune into Fox Business Network: Making Money with Charles Payne at 1:00 PM ET this afternoon to watch Nicole Webb, Senior Vice President and Fiancial Advisor at Wealth Enhancement Group.
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Today is #NationalInternDay, and it is a time to recognize the talented interns who have joined Wealth Enhancement Group. While their time with us may be short, the work they do has a tremendous impact. We truly appreciate their hard work and support! This summer, we have over 40 interns working across the country. When asked what their biggest takeaway is from their internship, many interns said the importance of communication and relationship building, not being afraid to ask questions, and a commitment to continuous learning. To all of our interns, past and present, thank you for your contributions, and thank you for choosing us to be a part of your career journey. We wish you continued success!
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Todd Diven, CPA, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group’s Elk Grove Village office in Chicago, Illinois, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Todd ranks #150 in Illinois. *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/gq7_zFCn
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Nicole Webb, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Fox Business Network in “Why July is an Ideal Time for a Mid-Year Money Check-In.” July is often thought of as a time for home improvement projects, well-deserved vacations and leisurely day trips. In addition to these activities, financial pros say that the mid-year month of July is an ideal opportunity to assess your financial situation so you’re better prepared for the rest of the year. For more information, access the full article authored by Erica Lamberg here: https://lnkd.in/gXfepUtb
Why July is an ideal time for a mid-year money check-in
foxbusiness.com
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We're expanding our team! Seeking a remote Tax Operations Manager. 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/gwqZFkqT #careers #hiring #jobsearch #jobopening #nowhiring #jobhunt #clientservices