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Financial Planning: PE firm sells part of its stake in $40B Wealth Enhancement Group

Under an agreement announced on Aug. 24 between the Onex Corporation’s private equity arm and TA Associates, Wealth Enhancement Group’s current majority owner is selling part of its stake in the Minneapolis-based firm. Onex and TA Associates will be equal capital partners in Wealth Enhancement Group. Click Here to Read the Full Article.
Aug 27, 2021
Media appearances

3 Houston Financial Advisors Named 2021 Five Star Wealth Managers

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $38.8B in client assets*, has announced that three financial advisors from their Houston offices received the 2021 Five Star Wealth Manager award.**
Aug 26, 2021
Media appearances

Financial Advisor: Wealth Enhancement Group Gets New Investor

Wealth Enhancement Group, a fast developing wealth management firm, will receive an equity investment from Onex Corporation, the two firms announced Tuesday. After the close of the deal, Onex and Wealth Enhancement Group’s current capital provider, TA Associates, will be equal partners. Click Here to Read the Full Article.
Aug 25, 2021