About

With his extensive experience at top financial institutions, such as Banc of America Investments and Citigroup Smith Barney coupled with the ongoing relationships with top-tiered attorneys and accountants, Myles Dudley has developed a niche in tax-efficient investing and advanced alternative planning techniques.


He believes that having the ability to implement a more intimate financial experience has allowed his clients to pursue the financial freedom that he prides himself on delivering. His commitment to providing clients with a more personalized and customized approach to managing their finances led Myles to branch out and launch an independent private wealth management firm in 2009. 


Myles currently resides in Tampa, FL with his wife and four children. In his free time, he enjoys athletic events, golfing, coaching youth hockey and spending time with his family. Myles joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition.


Education

  • BS - Finance, Bentley University

Articles by topic

Newsroom

The addition of Pinnacle Private Wealth brings Wealth Enhancement Group’s total client assets to more than $56 billion.Wealth Enhancement Group, a national independent wealth management firm with over $56 billion in total client assets, today announced that it is expanding by bringing in Pinnacle Private Wealth, a hybrid RIA based in Burlington, MA.
Myles Dudley

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