Wealth Enhancement Group takes several precautions to help protect your data. Educating our clients about cybersecurity is an extension of that protection plan. Read on to acquaint yourself with some best practices:
Use Strong Passwords/Passphrases
Strong passwords have 16+ characters, contain words not found in the dictionary, and use a combination of numbers and non-letter characters. A phrase only you would know ensures you do not have to write it down.
Aim to have different passwords for all your accounts. Resources like LastPass can help with tracking your passwords and provide another layer of security.
Use two-factor or multi-factor authentication to provide another layer of protection.
One of the most common scams looks like a package delivery notification from recognizable and trusted brands like FedEx or UPS; other common scams appear to come from trusted financial institutions like your bank, brokerage firm or financial advisor.
Instead of clicking on links in emails, try typing the address directly into your browser. This will help further protect you from fraudulent links and phishing attempts.
Never open an email attachment unless it comes from a trusted source.
Be Suspicious of Any Unsolicited Request for Personal Information
Don't give out personal information through any channel (phone, email or otherwise) unless you've initiated the contact and have confirmed you know the other party.
Do not transfer funds without calling a known telephone number on file (not the number the solicitor provides).
If you receive an unsolicited request related to your Wealth Enhancement Group account, contact your financial advisor right away via phone or secure message.
Email Is Not Secure
Email is transmitted in clear text. You should expect that anything you send via email could be read by unauthorized parties.
Never send personal information via email to anyone.
Never request financial transactions via email. Always use verbal communication or secure messaging provided by your financial institution, bank, financial advisor, etc.
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.
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
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