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Wealth Enhancement Group has acquired Oakwood Capital Management, a Los Angeles-based independent RIA with $1.04bn in total client assets. Click Here to Read the Full Article.
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The independent wealth management firm has acquired Oakwood Capital Management, a Los Angeles-based independent registered investment adviser (RIA) firm.Click Here to Read the Full Article.
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The deal with Oakwood Capital Management represents Wealth Enhancement Group’s second acquisition in Southern California, adding five advisors and $1.04 billion in client assets. Click Here to Read the Full Article.
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Plymouth, Minnesota-based Wealth Enhancement Group acquired Oakwood Capital Management, a Los Angeles-based independent RIA with $1.04 billion in total client assets. Click Here to Read the Full Article.
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Minneapolis-based Wealth Enhancement Group announced today that it has acquired Oakwood Capital Management, a Los Angeles-based RIA. The acquisition brings to Wealth Enhancement Group another $1.04 billion in AUM, raising its total client assets above $37 billion, according to the announcement.
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The deal is the TA Associates-backed RIA’s third transaction in two weeks. Click Here to Read the Full Article.
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MINNEAPOLIS, July 8, 2021 — Wealth Enhancement Group, an independent wealth management firm, today announced that it has acquired Oakwood Capital Management, a Los Angeles-based independent RIA with $1.04 billion in total client assets. Upon closing of the transaction, Wealth Enhancement Group’s total client assets are expected to exceed $37 billion.*
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With the WFH craze in full swing, many employees are considering relocating far from the office. Bruce Helmer lays down some ground rules and things to consider before you move.
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If you’re in the retirement home stretch, Bruce Helmer says it’s even more important to be diligent about your financial plan.
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When we recommend working with a financial advisor, we don’t mean that you should pick one and call it a day. Working with your advisor means keeping lines of communication open, adapting as your goals and needs change, and proactively managing your financial relationship. Here are some topics you can use to keep the discussion going.
