Wealth Enhancement Group, an independent wealth management firm that oversees approximately $38.8B in client assets*, has announced that Mark Cortazzo was named a Forbes Top 250 Advisor for the fifth time. He was chosen for this prestigious honor out of 33,567 nominees.
The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating wealth advisors with a minimum of seven years of experience and weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. To learn more about the Forbes Top 250 Wealth Advisors Award, click here.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “I’d like to congratulate Mark on being recognized as a top advisor by Forbes again this year. This noteworthy achievement is one of many accolades that Mark has received over the course of his career and I believe it demonstrates his commitment to cultivating long-term rewarding relationships with his clients.”
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. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Michelle Kaplan, Senior Communications Specialist, Wealth Enhancement Group
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $38.8B in client brokerage and advisory assets as of 7/31/21.
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.