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
-
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
-
Brian Lomax, CFA, CAIA
Senior Portfolio Manager at Wealth Enhancement Group
-
Charles Warnock
Content Marketer | 2X Author | Wealth Management | Sustainable Growth
-
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…
-
Marc Lewyn
SVP, Financial Advisor at Wealth Enhancement Group
Updates
-
Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was quoted by The Wall Street Journal in “Investors to Big Tech: Mind Your Pocketbook.” “I want to understand how they are thinking about balancing their capex #spending with the unknown sort of #business model of AI,” said Yoshioka. 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. Access the full article authored by Charley Grant and Hardika Singh here: https://lnkd.in/gUkKh5vg
Investors to Big Tech: Mind Your Pocketbook
wsj.com
-
Nicole Webb CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was interviewed on Yahoo Finance: Market Domination. Nicole Webb joined Market Domination to discuss #investment opportunities during this big week of tech #earnings and beyond. 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. Access the full replay here: https://lnkd.in/gTdnzsFJ
Investor playbook: The biggest earnings surprises so far
finance.yahoo.com
-
As a reminder, Wealth Enhancement Group financial advisors Britta Ferguson, CFP®, CEPA, Martha ‘Marti’ Awad, CFP®, CFA, JD, LLM in Taxation, and Peg Chromy Webb will host our "Women & Wealth" webinar next Thursday, May 9, at 4:00 PM ET. Together, these three experienced advisors will explore the three main stages of your #financial life: Build, Protect, and #Retire. We hope to see you there!
Join us on Thursday, May 9 at 4:00PM ET for Women & Wealth, a webinar conversation between Wealth Enhancement Group financial advisors Britta Ferguson, CFP®, CEPA, Martha ‘Marti’ Awad, CFP®, CFA, JD, LLM in Taxation, and Peg Chromy Webb. Together, these three experienced advisors will explore the three main stages of your #financial life: Build, Protect, and #Retire. This #webinar has something for every woman in your life, no matter how far they are on their financial journey. Bring the women in your life together for a webinar on #wealth — and explore how you can ensure a secure financial future for your entire family. We hope to see you there!
This content isn’t available here
Access this content and more in the LinkedIn app
-
Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed by Gregg Greenberg on InvestmentNews: In the Nasdaq. Ayako sits down with InvestmentNews anchor Gregg Greenberg to highlight what #investors should watch for this #earnings season, as well as offer her #inflation and rate outlooks. 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. Access the full replay here: https://lnkd.in/gwQ8-x7C
-
-
Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement Group was interviewed by Jill Malandrino on Nasdaq: Tradetalks. Ayako joins Jill Malandrino to discuss if #GDP data impacts the probability of a rate and diversification and asset allocation in today’s environment. 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. Access the full replay here: https://lnkd.in/g3M7AiRu
-
-
Brian Kuhn CFP®, CLU®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “Adding Expenses in Retirement: 6 Reasons It’s Worth it to Buy Your Dream Car Now.” “What’s key is planning to make sure [you] can afford to buy it without sacrificing [your] existing standard of living.” #retirement #retirementplanning Access the full article written by Angela Mae here: https://lnkd.in/gcTfTZTC
Adding Expenses in Retirement: 6 Reasons It’s Worth It To Buy Your Dream Car Now
gobankingrates.com
-
Join us on Thursday, May 9 at 4:00PM ET for Women & Wealth, a webinar conversation between Wealth Enhancement Group financial advisors Britta Ferguson, CFP®, CEPA, Martha ‘Marti’ Awad, CFP®, CFA, JD, LLM in Taxation, and Peg Chromy Webb. Together, these three experienced advisors will explore the three main stages of your #financial life: Build, Protect, and #Retire. This #webinar has something for every woman in your life, no matter how far they are on their financial journey. Bring the women in your life together for a webinar on #wealth — and explore how you can ensure a secure financial future for your entire family. We hope to see you there!
This content isn’t available here
Access this content and more in the LinkedIn app
-
Nicole Webb CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured on the Bloomberg Intelligence Podcast in “L’Oreal Sales Surge, Israel Hits Back.” In this episode Nicole discusses her outlook for the #markets. 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. Access the full episode here: https://lnkd.in/gu9_usV4
Bloomberg Intelligence: L’Oreal Sales Surge, Israel Hits Back - Bloomberg
bloomberg.com
-
Nicole Webb CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was interviewed by Scott Chronet on CNBC ‘Closing Bell: Overtime’. Tune in to hear Nicole discuss the day’s #market action. 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. Access the full replay here: https://lnkd.in/dF9qrSc5
Watch CNBC's full interview with Scott Chronert and Nicole Webb
cnbc.com