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Kelly Crane of Wealth Enhancement was featured by Bankrate in “How To Avoid Paying Taxes on Social Security Income”
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Jeff Dekko of Wealth Enhancement was featured by Citywire in “50 Growers: Marketing and Referrals Boost Growth for RIA Giants”
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This partnership marks Wealth Enhancement’s first location in Vermont and brings the firm’s total client assets to more than $118.5 billion.
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Dustin Smith of Wealth Enhancement was featured by CBS in “Enjoy the Fair Without Denting Your Wallet.”
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Lily Ku, CFP ®, Senior Vice President and Financial Advisor at Wealth Enhancement, has been ranked #31 on Women We Admire’s ranking of Top 50 Women Leaders in Investment Management. This list recognizes women who have made significant impacts in the investment management industry.
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Wealth Enhancement Group CEO Jeff Dekko emphasizes that acquisitions inevitably reshape both the acquired firm and the acquirer, and that his firm’s partnership model—built on honoring “collective promises” to clients—sets it apart. He sees Wealth Enhancement Group, currently managing about $120 billion in assets, reaching $1 trillion in the near future by diversifying its targets and expanding into new client segments. Looking ahead, Dekko highlights “AI literacy” across the organization as a key factor that will separate winners from losers in wealth management.
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Andrew Fentress, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Go Banking Rates in the article, “25 Best Money Moves To Make Before Summer Ends”
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Laura Mattia, MBA, Ph.D, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by AARP in “7 Questions to Ask Yourself Before You Unretire”
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Dustin Smith, Senior Vice President, Financial Advisor at Wealth Enhancement, shares a history lesson on what the Federal Reserve does.
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Laura Gilman, CFP®, and Lily Ku, CFP®, have been named among InvestmentNews’ list of $100M Club: Top Female Advisors. This list recognizes a cohort of female advisors transforming the landscape of wealth management with their qualities, achievements, and forward-thinking strategies.
