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, retirement planning, and wealth management services to individuals, families, and businesses. Wealth Enhancement Group has expanded its national footprint through acquisitions and organic growth, positioning itself as a significant player in the independent registered investment advisor (RIA) industry. The firm is known for its team-based approach and commitment to personalized client service, and it continues to grow its assets under management through strategic partnerships and industry consolidation.
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