As COVID-19 continues to impact people’s daily lives, we want to assure our clients and community that health and safety remain top priorities at Wealth Enhancement Group. Our business continuity plan, developed in accordance with CDC guidelines, outlines specific protocol for evolving circumstances.

Taking Proactive Steps to Keep Our Communities Healthy

Currently, we’re unaware of any direct contact between our employees and the virus. We’re taking steps to maintain this status in our 31 offices across the nation as we serve many people who are in the “higher risk” category:

  • We’ve encouraged anyone who isn’t feeling well to stay home, monitor their symptoms, and take as long as they need to get better.
  • We’ve also instructed employees with increased risk due to underlying health concerns (and those who care for someone with underlying health concerns) to work from home to further protect their (and their loved ones’) wellbeing.

If You Would Prefer to Stay Home, We Can Stay in Touch Remotely

We have several ways to serve you where you are, via phone, email and virtual conferencing methods such as FaceTime and GoToMeeting, so if you’re not feeling well—or if you simply prefer to practice social distancing in times like these—please let your advisory team know. We can either reschedule your meeting or leverage one of the systems listed above.

In Case of Broad-Based Office Closure, We’re Business-Ready

Should a situation arise where more decisive action is warranted, such as a concentrated outbreak in a branch office or in a local community, we will close any affected office locations. Clients will be notified and accommodations that suit their needs will be arranged.

Once again, please rest assured that your team is prepared to serve you from a remote capacity via phone, email and virtual conferencing methods. File sharing through the Wealth Enhancement Group Client Portal will continue uninterrupted, and “e-signing” technology may be used more widely. We’ve also worked with our third-party custodians to help ensure operational processes related to your accounts will continue.

Thank you for helping us protect the health and safety of our clients, communities and company. If you have any questions, please reach out to your advisory team.

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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.