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Serafini Financial Group has Partnered with
Wealth Enhancement Group 

Your Advisors, Backed by an Expanded Team of Wealth Management Specialists 

We’re happy to announce that Serafini Financial Group has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area.

Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to serve you well for years to come.

Your Serafini Financial Group team won’t change; by partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams.

A Team Approach to Comprehensive Wealth Management

 

Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.

You’ll continue to work with your team from Serafini Financial Group. They’ll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.

 

Your Advisory Team

 

The advisor and client service team that you have come to know and trust will remain your points of contact.

Meet our Maryland-based team.

Office Location

 

We will continue to work side by side with you to simplify your financial life from our Hagerstown, MD office location.

Contact our Hagerstown, MD office.

Client Logins

 

If you have not signed forms to transition your accounts through Wealth Enhancement Group, or the transition is not yet complete, please use the following link to continue to monitor your account(s):

If your transitions are complete to the Serafini Team at Wealth Enhancement Group, there are several portal options for client access. The use of one portal does not preclude you from also viewing your accounts through one of the other portals offered. If you have any questions or do not have access to the following portals, please contact our team at 301-739-1500. To view your account information please click on the following links:

  • Wealth Enhancement Group: Provides high-level asset summary of all assets, secure document sharing and secure advisor/client messaging functions.
  • Orion: Provides a summary and mid-level detail of all assets. Document sharing and secure messaging not yet provided.
  • Fidelity: Provides high-level detail for Fidelity accounts only. Summary household information is not provided, only those accounts you have ownership in. if you wish to share your account information with a spouse or a trusted contact, please notify our team. 

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