Resources

Awards

Mark Cortazzo Named to the Forbes List of Top Financial Security Professionals

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $42.9B in client assets*, has announced that Mark Cortazzo was named to the Forbes list of America’s Top Financial Security Professionals.** Mark earned the #26

Jeff Dekko CFP®

Jun 17, 2025

Awards

Mark Cortazzo Named to the Forbes List of Top Financial Security Professionals

Jeff Dekko CFP®

Jun 17, 2025

Media appearances

CBS 4 Your Money: Tax Season and Your Estate Plan

Learn how inflation might impact your estate planning in 2023 for the taxes you’ll file in 2024 (and why now’s the time to do something about it).

Bruce Helmer

Jun 17, 2025

Awards

Bryan Sadoff Named on Forbes 2024 List of Best-in-State Wealth Advisors

Bryan Sadoff, Senior Vice President and Financial Advisor at Wealth Enhancement’s Milwaukee, Wisconsin office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list. Bryan ranks #4 in Wisconsin.*

Bryan Sadoff

Jun 17, 2025

As featured in Forbes

Best S&P 500 Funds for 2025

Bob Welch

Jun 3, 2025

Awards

Kris Carroll Named on Forbes 2024 List of Best-in-State Wealth Advisors

Kris Carroll, CFA®, CFP®, Managing Director of the Carolina’s at Wealth Enhancement, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kris ranks #5 in North Carolina.*

Kris Carroll PhD, CFA®, CFP®

Jun 16, 2025

Resources

Filters

Mark Cortazzo Named to the Forbes List of Top Financial Security Professionals

Mark Cortazzo Named to the Forbes List of Top Financial Security Professionals

CBS 4 Your Money: Tax Season and Your Estate Plan

Bryan Sadoff Named on Forbes 2024 List of Best-in-State Wealth Advisors

Best S&P 500 Funds for 2025

Kris Carroll Named on Forbes 2024 List of Best-in-State Wealth Advisors