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Family Office

Wealth Enhancement Group

Plymouth, MN, United States

Type

Family Office

Check size

n/a

Verticals

Generalist

Investment thesis

Wealth Enhancement Group is a financial advisory firm founded in 1997 and headquartered in Plymouth, Minnesota. The company provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Wealth Enhancement Group operates as a registered investment advisor and has expanded its national footprint through acquisitions, serving clients across the United States. The firm is recognized for its team-based approach and commitment to personalized financial strategies, and it has experienced significant growth in recent years through the addition of new advisory teams and assets under management.

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