Independent wealth management firm (founded 1997) providing team-based financial planning and investment management to over 80,000 U.S. households via 140+ offices.
Wealth Enhancement Group is an independent wealth management firm founded in 1997 by four advisors sharing a single office. It provides comprehensive financial planning and investment management to households across the United States, and now serves more than 80,000 households through a network of over 140 offices nationwide. The firm's core philosophy - broad planning that supports a client's desired lifestyle rather than money management alone - has remained unchanged since founding.
The firm's advisory model, marketed as Roundtable™, replaces the conventional single-advisor relationship with a team of specialists. Clients are served by a group covering tax planning, estate planning, retirement income planning, investment management and risk management, who collaborate on the client's behalf. Plans are designed with flexibility to adapt when circumstances change.
Technical work at the firm spans the full planning stack: tax and estate planning, retirement income strategy, investment management, risk management and comprehensive financial planning. Weighing in the balance is the firm's stated founding premise - that the financial services industry needed a better approach - and its continued independence and collaborative culture despite substantial growth.
