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Wealth Enhancement Group announced today it will join forces with Carroll Financial Associates, Inc., an independent RIA headquartered in Charlotte, N.C., with 39 financial advisors that collectively oversee $4.7 billion in total client assets. 

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $38.8B in client assets*, has announced that eight financial advisors from their Atlanta offices received the 2021 Five Star Wealth Manager award.**

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $38.8B in client assets*, has announced that Mark Cortazzo was named a Forbes Top 250 Advisor for the fifth time.** He was chosen for this prestigious honor out of 33,567 nominees.

With the unofficial end of summer upon us, it’s time to think about your finances. “Wait, what? It isn’t the end of the year. It isn’t even tax time. Why can’t I just enjoy these last two days?” Relax, you can still enjoy your long weekend. But your financial plan doesn’t work when you are in a rush. The actions you take now can save you time and money at the end of the year and when taxes are due. Consider this your fall financial checklist.

Learn how tax diversification and the Your Money Matrix™ can help you build a flexible retirement plan. Discover strategies to reduce your tax burden and organize your assets for long-term financial success.