Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm that offers comprehensive and customized financial planning and investment management services. Founded in 1997, WEG has built a comprehensive and customized advisory platform that offers financial planning, estate planning, retirement income planning, insurance, tax strategies and investment management services to clients nationwide. WEG distinguishes itself through a holistic, team-based advisory model. Their proprietary Roundtable™ and UniFi® frameworks ensure clients receive coordinated, comprehensive advice tailored to their long-term goals.
Associated People
1997 - present
2003 - present
2021 - present
2003 - present
2020 - 2023
ABOUT WEALTH ENHANCEMENT GROUP
Wealth Enhancement Group is a powerhouse in the independent wealth management space and one of the largest independent wealth management firms in the country.
With over $80 billion in assets under management and more than 115 offices across the U.S., the firm serves a wide range of clients including individuals, families, business owners, and retirees.
WEG uses a team-based Roundtable™ model, bringing together specialists in these six areas to coordinate holistic planning and execution.
Their UniFi® process ensures this all-in-one strategy is carefully integrated and tailored to your goals.
CORE SERVICES
Investment Management.
WEG emphasizes Plan‑Led Investing™. Portfolios tailored to your entire financial plan, balancing diversification, tax efficiency, cost control, and active management.
Financial Planning.
The firm utilizes a holistic, three-step process: advisor match, integrated advice, and long-term proactive stewardship. This is supported by CFPs, CPAs, and JDs.
Retirement Income Planning.
The firm designs income strategies that extend beyond retirement, maintaining consistent cash flow for life. This also includes Social Security optimization, retirement account distributions, and tax-efficient withdrawals.
Estate Planning.
The firm crafts wills, trusts, and legacy plans. They also coordinate with estate attorneys to ensure assets are transferred according to client wishes with minimal tax exposure.
Tax Strategies.
The firm focuses on reducing tax burdens through tailored planning and portfolio management. Their services include tax-loss harvesting, tax-smart rebalancing, and coordination with CPAs.
Risk Management & Insurance.
The firm evaluates risk exposure with guidance on life, disability, long-term care, and liability insurance.