Resources

Filters


Content Types
Topics
Media appearances

Wealth Enhancement Group Expands by Adding KCS Wealth Advisory, LLC, an Independent RIA With Over $373 Million in Client Assets

MINNEAPOLIS, October 12, 2023 - Wealth Enhancement Group, a national independent wealth management firm with more than $70.5 billion in total client assets, announced the acquisition of KCS Wealth Advisory, an independent RIA with one location in the heart of Los Angeles, California. Led by Managing Partners Laura Gilman and Ken Waltzer, the team will join Wealth Enhancement Group, bringing approximately $373 million in assets under management.
Oct 11, 2023
Retirement

How to Retire in Five Years

Approaching retirement? Discover essential financial steps to take in the last 5 years before retiring—from income planning and Social Security strategies to budgeting, debt management, and building cash reserves. Prepare confidently with expert guidance from Wealth Enhancement.