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 the financial advisor with whom you’ve been working all along. This person will work closely with their advisory team, so as to share knowledge and ensure that more than one person knows the details of your plan.
And now your advisory team is backed by an entire Roundtable team of specialists covering all angles of your financial life.
Should you have any questions, please call our Jacksonville office line at (904) 541-0076.