<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1421837511439089&amp;ev=PageView&amp;noscript=1">

How We Protect Your Digital Information

To protect your information and assets, Wealth Enhancement Group deploys several security measures, including consistent education and regular tech-based updates. Our team actively reviews and modifies our policies and procedures to respond to new threats and to adapt to changes in technology. While it's inadvisable to fully disclose all we do to protect the personally identifiable information (PII) of our clients, here are just a few measures we take: 

Privacy Policies

Employee Policies & Procedures

  • Two-factor or multi-factor authentication required for all employees to log in to core systems
  • Limited Access policy helps ensure client data only accessible by those who need it
  • Client PII is either encrypted or utilizes other compensating controls throughout our core systems to protect your data
  • Regular vulnerability assessments to ascertain and patch any potential weaknesses
  • Annual mandatory cybersecurity training for all employees

Client Policies & Procedures

  • Strong password requirement and two-factor authentication for Wealth Enhancement Group Client Portal
  • Secure messaging and file transfer through Wealth Enhancement Group Client Portal
  • Verbal confirmation of instructions

Custodial Partnerships



Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2019—based on client households with assets greater than $100K in our existing offices.

Get your customized retirement plan.

Request a Meeting