Resources

Wealth Enhancement has announced that three financial advisors from its Milwaukee offices received the 2023 Five Star Wealth Manager award.* 

Wealth Enhancement Group, a national independent wealth management firm with over $82.1 billion in client assets, announced that it has joined forces with Gavin Financial Group in Midland, Michigan. The team of five manages over $658 million in client assets and is led by Owner and Financial Advisor, Michael Gavin, CFP®.  

Cohen Taylor & Wendell Clarke, behavioral wealth specialists at Wealth Enhancement Group were featured by GoBankingRates in “These Are t

Stacy Coffey CFP®, Senior Vice President wealth strategies at Wealth Enhancement Group was featured by GoBankingRates in “Great Wealth Transfer: 3 Ways To Prepare for This Financial Shift.”

Marti Awad CFA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by USA Today in an article titled, “Are Financial Advisors Worth it?”