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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 and families. Wealth Enhancement Group operates as a registered investment advisor and has expanded its national footprint through acquisitions of other advisory practices, positioning itself as a significant player in the independent wealth management industry.

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