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Michelle Guissinger, CPA, CFP®, CDFA® vice president and was quoted by TheStreet in “Leverage These Tax Breaks Before April 15.”
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Mindy Ying, Senior Vice President, Financial Advisor and Managing Director at Wealth Enhancement Group was featured in The Wall Street Journal’s article “What Is a 529 College Savings Plan?”
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Sarah Keys, JD, CDFA® senior vice president and financial advisor at Wealth Enhancement Group was quoted by U.S. News & World Report in “Do I Need a Divorce Financial Advisor?”
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Stacy Coffey, Senior Vice President, Wealth Strategies of Wealth Enhancement Group was featured by U.S. News & World Report in “Wealth Management vs. Asset Management.”
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Wealth Enhancement Group has announced that five financial advisors from their Darien, CT office received the 2022 Five Star Wealth Manager award.*
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Fred Dent, CPA®, Senior Vice President and Financial Advisor at Wealth Enhancement, was interviewed on WRKF 89.3 - Baton Rouge Public Radio.
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Tiffany Rosetti, CFP®, BFA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Financial Advisor IQ in the article, “Now’s the Time to Prep Family Offices for Wealth Transfers, FAs Say”
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Doug Huber, Deputy Chief Investment Officer at Wealth Enhancement, was featured by Citywire in the article, “Poll: What RIA CIOs are adding to portfolios … and losing sleep over”
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Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by CNBC.
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Dustin Smith explains why company performance matters more than election results for long-term returns and cautions against changing investments based on politics.
