Founded in 1997, Wealth Enhancement Group is an independent wealth management firm that has grown through a combination of organic growth and strategic acquisitions. The company's mission is to improve clients' lives by delivering the best possible advice through its Roundtable™ team-based approach, which brings together a team of specialists, including financial advisors, investment analysts, and estate and tax professionals. They offer a comprehensive range of services, including financial planning, investment management, retirement income planning, tax strategies, and estate planning, primarily serving affluent and high-net-worth individuals and families across the United States.

Founded in

United States