About

Wesley began his career as an auditor with various accounting firms in Philadelphia. He later shifted into the wealth advisory field with the Levy Wealth Management Group. In his current position as a financial advisor with the Wealth Enhancement Group, Wesley uses his knowledge and experience to help his clients achieve their long-term financial goals.

In his free time, Wesley enjoys skiing and trips to the shore.

Education

  • BS - Finance, Monmouth University
  • Macc - Temple University
  • MBA - West Chester University

Resources from Wesley Wasserman

Topic

No results found

We searched through our content archive and didn't find any matches.

Current Clients

Contact me via email or me at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

You'll choose your time on the next screen

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy