MINNEAPOLIS (7/17/17)—Wealth Enhancement Group, an independent wealth management firm that oversees approximately $7 billion in assets* has announced that Larry Smith from their Houston, TX office has received the 2017 Five Star Wealth Manager award.
“I am honored and humbled to have been chosen as a 2017 award recipient. Our team will continue to do our absolute best for our clients and help them to gain confidence in their financial future,” said Larry.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Texas Monthly magazine to recognize these professionals and highlight their achievements.
Chief Executive Officer of Wealth Enhancement Group Jeff Dekko said, “It’s a privilege to have Larry receive the 2017 Five Star Wealth Manager award. This honor demonstrates our commitment to placing our clients’ best interests first and helping them gain confidence in their financial future.”
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, combined with its wholly owned subsidiary Wealth Enhancement Advisory Services, has approximately $7 billion* in assets as of May 31, 2017. Wealth Enhancement Group specializes in providing retail clients with comprehensive expertise and resources that are typically available only to large institutional investors and the ultrawealthy. Wealth Enhancement Group uses a team approach with a focus on fostering long-term client relationships and has a presence with offices throughout Minnesota, Connecticut, Illinois, Iowa and Texas.
Brittney Anderson, Brand Coordinator, Wealth Enhancement Group
*as of 5/31/2017
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 offices nationwide.