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The Addition of Heacock & Jones Financial Services, Inc. Brings Wealth Enhancement Group’s Total Client Assets to More Than $66.8 Billion and Marks its Third Location in Iowa
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Jeff Dekko, CFP®, CEO of Wealth Enhancement Group, an independent wealth management firm that oversees $63.8B in assets, has been named a finalist for the RIA Intel Awards as CEO of the Year.
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The Addition of New Era Financial Advisors, Inc. Increases Wealth Enhancement Group’s Presence in the Twin Cities AreaMINNEAPOLIS, Minn. – April 26, 2023 – Wealth Enhancement Group, a national independent wealth management firm with more than $66.5 billion in total client assets, announced the acquisition of New Era Financial Advisors, Inc.
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Michael Sadoff, of Wealth Enhancement Group’s Milwaukee, WI office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine. Michael has been named on the list ten times.*
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Kelly Graves, CFP®, of Wealth Enhancement’s Charlotte, NC office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine.
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Jeff Bates of Wealth Enhancement’s Brentwood, TN office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine. Jeff has been included on the list eleven times since 2012.*
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Bryan Sadoff of Wealth Enhancement Group’s Milwaukee, WI office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine. Bryan has been included on the list every year since 2014.*
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Vince Cimino, CFP®, CRPC®, MBA, of Wealth Enhancement Group’s Clinton, WI office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine. Vince has been included on the annual list since 2013.*
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Mark Cortazzo, CFP®, CIMA® of Wealth Enhancement Group’s Parsippany, NJ office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine. This is his 13th appearance on the list.*
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John Patterson, CFP®, of Wealth Enhancement Group’s Charlotte, NC office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine. John has been included on the list nine times since 2014.*
