We’re happy to announce that JOYN 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 serve you well for years to come.
We’ll continue to offer the Behavioral Wealth Management™ service*, which leverages the psychology of human behavior to help clients make financial and life decisions with greater clarity and confidence. We’re excited about the opportunity to expand this service to a wider audience through this partnership.
*The Behavioral Wealth Management service is licensed through Guided Wealth, Inc. Guided Wealth, Inc. is not affiliated with Wealth Enhancement Group or LPL Financial.
Your accounts are unchanged and will continue to be held at their current custodian. You can access your information through the client portal.
Please contact our team at (770) 295-5600 with any questions related to your accounts.
Much of what you’ve come to expect from our team in Atlanta will remain unchanged.
Your advisor, Behavioral Wealth Specialists and client service team that you have come to know and trust will remain as your points of contact. The responsiveness and service you’ve come to appreciate will continue.
What will change is the resources we have at our disposal to serve you. By joining Wealth Enhancement Group, we will be part of an even larger team of financial specialists and advisors called the Roundtable™, which will further enable us to cover all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.
Over time, we’ll introduce you to enhanced technology to help make working with us even easier. By migrating to the technology platform and back-office support structure within Wealth Enhancement Group, we’ll be able to spend even more time working with our clients in the business, by delegating work on the business to our new colleagues.