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Marti Awad, CFA, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in
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The addition of Retirement Advisory Group marks the 15th location in Wealth Enhancement Group’s home state of Minnesota and its 13th acquisition this year.MINNEAPOLIS, November 8, 2023 - Wealth Enhancement Group, a national independent wealth management firm with more than $68.3 billion in total client assets, announced the acquisition of Retirement Advisory Group, a hybrid RIA with one location in Eden Prairie, Minnesota.
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As expansion continues on the East Coast, this acquisition brings Wealth Enhancement Group’s total client assets to $68.6 billion. Wealth Enhancement Group, a national independent wealth management firm with more than $68.6 billion in total client assets, announced the acquisition of Wealth Management Group, LLC, a hybrid RIA located in Rochester, New York. The team, led by Adam Mark, will bring approximately $117 million in assets under management.
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This acquisition grows Wealth Enhancement Group’s presence in the state of New York, bringing the firm’s total client assets to $68.6 billion.Wealth Enhancement Group, a national independent wealth management firm with more than $68.6 billion in total client assets, announced the acquisition of Adirondack Retirement Specialists, Inc., a hybrid RIA in Queensbury, New York.
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Wealth Enhancement Group has announced that six financial advisors from its Chicago office received the 2023 Five Star Wealth Manager award.*
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Wealth Enhancement, an independent wealth management firm that oversees approximately $70 billion in client assets¹, has announced Mindy Ying, Senior Vice President and Managing Director at Wealth Enhancement, has been named a finalist for the Women in Wealth Management awards.
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Wealth Enhancement Group is pleased to announce that Devan White, John Baker and Anita Buerkle, financial advisors in the Pittsburgh area, have been named a recipient of the 2023 Five Star Wealth Manager award.*
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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.
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The stock market continues to defy expectations. In 2022, Wall Street predicted that rising rates would cause another down year and likely lead to a recession. Instead, corporate earnings have proven to be resilient, the jobs market is robust, and core inflation, despite volatile gas and food prices, is generally subsiding to normal levels. Stocks have done much better than many imagined.
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Brian Dudley CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by GOBankingRates in “8 Signs You’ve Jumped From Middle Class to Wealthy.”
