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Wealth Enhancement Group Grows by Adding BTR Capital Management, Inc., an Independent RIA with Over $1 Billion in Client Assets

Wealth Enhancement Group, a national independent wealth management firm with over $55.2 billion in total client assets, today announced the acquisition of BTR Capital Management, Inc. (BTR), an independent RIA located in Oakland, California. BTR’s team of nine advisors and five support staff, led by President and CEO John Stratton, oversee more than $1 billion in client assets. This partnership furthers Wealth Enhancement Group’s growth in key markets, such as Northern California.
Nov 18, 2022
Investing

Wealth Enhancement Group in the News: October 1-31

The month of October brought us some silver linings amid a tough year for the markets. With Medicare premiums decreasing, along with the biggest hike in Social Security benefits in over 40 years, things may be starting to look up. Additionally, we have some insight on college education ROI, mental health and money, mansion mortgages, and more in these Wealth Enhancement Group media appearances.
Nov 7, 2022