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Ayako Yoshioka, CFA®, Senior Portfolio Manager at Wealth Enhancement was quoted by Investopedia in “3 Big Financial Worries for Americans Ahead of The Presidential Election.”
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Wealth Enhancement Group, a national independent wealth management firm with over $94.7 billion in client assets, has announced the acquisition of FinTrust Capital Advisors, LLC, a hybrid RIA headquartered in Greenville, South Carolina with additional office locations in Anderson, South Carolina and Athens, Georgia. The team of 14 advisors and 13 support staff oversees more than $2.39 billion in client assets and is led by Chief Investment Officer, Allen Gillespie, CFA®.
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Laura Mattia and Stephan Craffen of the Atlas Team at Wealth Enhancement Group have been named finalists for the 2024 ThinkAdvisor Luminaries Awards ranking released on September 12, 2024. The ThinkAdvisor Luminaries Awards stand apart by spotlighting exceptional accomplishments that go beyond traditional metrics such as asset growth or product enhancements. The categories they’ve been named finalists in are:
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Joel Callagan, Vice President and Financial Advisor at Wealth Enhancement Group has been named a finalist for the 2024 ThinkAdvisor Luminaries Awards ranking released on September 12, 2024.
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Brandon Mather, CFP®, CEPA, ChFEBC®, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by MarketWatch in “DINKs Report Less Stress, More Savings in 2024: MarketWatch Guides Survey.”
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We’re excited to share that “Wealth Enhancement Group” is now “Wealth Enhancement.” This shift aligns with a larger branding initiative which will be rolled out over the next several months. As part of this transition, you can expect to see updates to our messaging and the visual elements of our brand including the imagery we use on our website, social media channels, and within our marketing materials.
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Christopher Mattern, CFP®, Vice President and Financial Advisor at Wealth Enhancement Group’s Grand Central, New York office, has been recognized in the Forbes 2024 ranking of Top Next-Gen Wealth Advisors Best-In-State
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Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “How Best to Allocation Your Assets, Financially Speaking.”
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Nicole Webb, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed on Bloomberg Intelligence in “Core US Inflation Picks Up.” In this episode, Nicole shares her market outlook.
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Brain Long, Senior Tax Advisor at Wealth Enhancement Group was featured by GOBankingRates in “Financial Advisors: 7 Tax-Friendly Expenses To Plan Before the End of the Year.”
