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Paul Brahim, CFP®, AIFA®, Managing Director, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “Retirement Savings: 7 Things to Do Once You Officially Hit Y
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Mark Cortazzo CFP®, CIMA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “Retirement Plan Derailed: Will You Be Among the 40% Forced to St
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Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was quoted by Bloomberg in “Zero-Day Options Boom Is Spilling Into $7.4 Trillion ETF Market.”
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Brian Kuhn CFP®, CLU®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by CBS in “Savings Account Interest Rate Forecast: What Experts Predict for This Year, 2024.”
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T.J. Williams CFS®, Regional Vice President, Partner Programs at Wealth Enhancement Group was featured by GOBankingRates in “10 Expenses of the Super Rich.”
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Edward Silversmith Jr. CFP®, CPWA®, and Associate Portfolio Manager at Wealth Enhancement Group was featured by CNBC in “Is Financial Stress Hurting Retirement Savings? 4 in 10 Workers With.”
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MINNEAPOLIS, October 12, 2023 - Wealth Enhancement Group, a national independent wealth management firm with more than $70.5 billion in total client assets, announced the acquisition of KCS Wealth Advisory, an independent RIA with one location in the heart of Los Angeles, California. Led by Managing Partners Laura Gilman and Ken Waltzer, the team will join Wealth Enhancement Group, bringing approximately $373 million in assets under management.
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Wealth Enhancement Group, an independent wealth management firm that oversees approximately $66 billion in client assets¹, has announced Kelly Windorski, Chief Financial Officer, has been named one of the 2023 CFO of the Year honorees by Minneapolis St. Paul Business Journal.
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Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was quoted by Bloomberg in “How Smart Is the Meme Stock Crowd? Go, See the Movie.”
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How creating a budget and scrutinizing recurring and unnecessary charges can help balance your portfolio.
