We’re happy to announce that BPU Investment Management has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area.
Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to focus on our valued clients.
Your team in Pittsburgh and Western Pennsylvania won’t change; by partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams.
Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.
You’ll continue to work with your team from BPU Investment Management. They’ll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.
Should you have any questions, please call us at (412) 288-9150.
Your team in Pittsburgh hasn't changed. We will continue to work side by side with you to simplify your financial life.
Contact our Pittsburgh Office
William BerkowitzSenior Vice President, Financial Advisor
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Paul J. BrahimManaging Director, SVP — Financial Advisor
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Michael HaleySenior Vice President, Financial Advisor
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Jason P. BrahimVice President, Financial Advisor
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Mark A. CerasoVice President, Financial Advisor
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Michael L. FetterolfVice President, Financial Advisor
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Robert StandishVice President, Financial Advisor
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Sheyna L. AndersonRegional Operations Manager |
Justin BrahimFPQP™Client Service Manager |
Your team in Greensburg hasn't changed. We will continue to work side by side with you to simplify your financial life.
Contact our Greensburg Office
Robert A. UnkovicManaging Director, SVP — Financial Advisor
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Anita M. BuerkleVice President, Financial Advisor
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Kimberly A. MilburnClient Service Associate |
Your team in Uniontown hasn't changed. We will continue to work side by side with you to simplify your financial life.
Contact our Uniontown Office
John D. BakerVice President, Financial Advisor
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W. Lawrence BushVice President, Financial Advisor
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Devan M. WhiteVice President, Financial Advisor
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Please use the links below for access to our partner sites. Please contact the Pittsburgh office at (412) 288-9150 with any questions related to your accounts.
Log in here for your consolidated personal information and financial plan (formerly accessed through BPU Dashboard).
¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC.
² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
* Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.
† CRPC conferred by the College for Financial Planning.
Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Wealth Enhancement Group, Wealth Enhancement Trust Services and Wealth Enhancement Advisory Services are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
WEAS ADV Part 2A WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1
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