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MINNEAPOLIS (06/25/21) — Chris Schiffer, CFP®, AIF®, CPA, CPFA, MBA of the Warren, NJ office of Wealth Enhancement, was among the recipients of the New Jersey Society of CPA’s 2021 Ovation Awards. Schiffer received an impact award for his work with the society’s Business and Industry Interest Group.
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Your credit score is the key to being able to finance your home or business. Bruce Helmer says there are actions you can take to improve it.
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Wealth Enhancement Group, an independent wealth management firm, has acquired Lighthouse Wealth Management, an independent hybrid registered investment adviser (RIA) with USD446 million in total client assets. Click Here to Read the Full Article.
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Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased Lighthouse Wealth Management, an independent hybrid registered investment adviser based in New Market, Maryland that has $446 million in total client assets. Wealth Enhancement Group’s total client assets are expected to exceed $36 billion upon closing on July 1.
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Wealth Enhancement Group has acquired Maryland-based hybrid RIA Lighthouse Wealth Management, which manages $446m in client assets. Click Here to Read the Full Article.
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Julie Caperton has been named as head of Wells Fargo Private Bank, a division of Wealth & Investment Management (WIM). Click Here to Read the Full Article.
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Adding to its mid-Atlantic cluster of firms, RIA aggregator Wealth Enhancement Group acquired Lighthouse Wealth Management in New Market, Md. Click Here to Read the Full Article.
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Wealth Enhancement Group’s M&A train is rolling ahead full-steam. Click Here to Read the Full Article.
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Wealth Enhancement Group has acquired a Frederick County investment adviser with $446 million in client assets to expand its presence in Maryland. Click Here to Read the Full Article.
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MINNEAPOLIS, June 17, 2021 /PRNewswire/ — Wealth Enhancement Group, an independent wealth management firm, today announced that it has acquired Lighthouse Wealth Management, an independent hybrid registered investment adviser (RIA) based in New Market, Md., that has $446 million in total client assets. Upon closing of the transaction, Wealth Enhancement Group’s total client assets are expected to exceed $36 billion.*
