Founded in 1997, Wealth Enhancement Group, the parent brand of Wealth Enhancement Advisory Services, has grown into a leading national wealth management firm. The company's mission is to simplify the financial lives of its clients by providing a team-based approach to financial planning, investment management, and other wealth management services. They utilize a proprietary "Roundtable™" team of specialists, including financial advisors, investment analysts, and estate planning professionals, to deliver coordinated advice. The firm has expanded significantly through a strategy of acquiring other independent advisory practices across the United States.

Founded in

United States