MINNEAPOLIS, Minn., August 31, 2019 -- Wealth Enhancement Group, an independent wealth management firm that oversees $11.8 billion in client assets*, today announced that its Grand Rapids office is open for business.
The opening marks Wealth Enhancement Group’s 11th location in the state of Minnesota and underscores its commitment to serving clients in the Upper Midwest amid its nationwide expansion. The office will be staffed by Senior Vice President, Financial Advisor Mark Parrish and Assistant Financial Advisor Tony Parrish, both of whom also serve clients in Wealth Enhancement Group’s Brainerd location.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “We’re excited to extend our service offering to even more Minnesotans through the opening of our Grand Rapids location. Mark and Tony are well-versed in the financial planning issues that are unique to those living in northern Minnesota and I look forward to seeing them simplify their newest clients’ lives through customized, comprehensive plans.”
Mark Parrish, Senior Vice President and Financial Advisor at Wealth Enhancement Group, said, “We’re grateful to the extended Wealth Enhancement Group team for encouraging us to establish a presence in Grand Rapids. Our team has helped hundreds of people plan their retirement here in northern Minnesota, and we’re excited to help hundreds more through our newest location.”
Founded in 1997, Wealth Enhancement Group is an independent, comprehensive wealth management firm that provides team-based financial planning, estate planning, retirement income planning, insurance, tax strategies and investment management services. Overseeing $11.8 billion in client assets*, Wealth Enhancement Group serves over 17,000 clients from its 26 branch offices. Headquartered in Greater Minneapolis-St. Paul, Wealth Enhancement Group is privately held, has over 300 employees and operates nationwide.
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $11.8 billion in client brokerage and advisory assets as of 6/30/2019.
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.