MINNEAPOLIS (08/27/20) – Wealth Enhancement Group, an independent wealth management firm that oversees approximately $18 billion in client assets*, has announced that two financial advisors from their Pittsburgh area offices have received the 2020 Five Star Wealth Manager award.
Five Star Professional conducts thorough research to help consumers with the decision of selecting a service professional in their area. The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. They have partnered with Pittsburgh Magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “It’s an honor to add two more Five Star Wealth Manager award recipients to our growing list of awardees across the nation this year. Our team-based approach clearly resonates with our clients and is gaining recognition in the financial services industry. We look forward to continuing to build our presence in the Pittsburgh area with our award-winning teams leading the way.”
2020 Pittsburgh Five Star Wealth Manager award recipients are:
About the Research Process
Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include: Industry credentials, experience and assets under management, number of households served, among other factors. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services nationwide. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has 32 offices nationwide.
For more information, please visit http://wealthenhancement.com/.
Kristin Kopic, Director of Communications & Brand
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $18.9 billion in client brokerage and advisory assets as of 06/30/20.
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.