Resources

Wealth Enhancement Group is southward bound. Click Here to Read the Full Article.

MINNEAPOLIS, July 15, 2021 — Wealth Enhancement Group, an independent wealth management firm, today announced that it has acquired Fitzgerald Wealth Management, an independent financial advisory practice with four advisors that collectively oversee $513 million in total client assets.

Learn how to minimize estate taxes and maximize your legacy with smart gifting strategies. Understand gift tax rules, annual exclusions, and IRS filing tips.

If you are like many Minnesotans, you spent the 4th of July weekend up at a friend’s cabin. At some point, maybe out on the lake, or after an adult beverage at the bonfire, you thought “maybe we should get a cabin.” No need to wait for an invitation. You can go any time and stay as long as you want. Heck, you could return the favor and invite your friends to your place after all these years.

Wealth Enhancement Group has acquired Oakwood Capital Management, a Los Angeles-based independent RIA with $1.04bn in total client assets. Click Here to Read the Full Article.