Who is the Wealth Enhancement Group?

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of its clients. The firm continually seeks to perfect its craft of personalized financial planning with its team-based Roundtable™ and UniFi processes that go far beyond the standard approach.

What are the fees for wealth enhancement group?

Wealth Enhancement Advisory Services charges an hourly rate of up to $600 an hour or a flat fee of between $250 to $25,000 for a plan , depending on the complexity. For retirement plan consulting, Wealth Enhancement Advisory Services charges either up to $600 per hour or an asset-based fee of up to 1%.

What is the meaning of wealth enhancement?

Wealth Enhancement, as the name suggests, focuses on the various strategies our clients can utilize which strive to protect and maintain wealth . The principal focuses are tax mitigation and cash flow planning.

Is Wealth Enhancement Group a fiduciary?

Wealth Enhancement Group, as a fiduciary , has a long history of providing unbiased, independent advice to plan sponsors. We collaborate with you in the areas of prudent investment practices including plan governance, investment due diligence and ongoing monitoring.

What does Wealth Enhancement Group do?

We provide integrated tax, estate and investment planning designed to drive the best outcomes for our clients . Our Roundtable™ Team approach combined with our UniFi™ process delivers a comprehensive wealth management experience.

Are wealth advisors worth it?

A financial advisor is worth paying for if they provide help you need , whether because you don't have the time or financial acumen or you simply don't want to deal with your finances.

Are wealth management funds worth it?

You might not need a wealth manager if you have clear goals and are confident you can create and implement strategies to protect and grow your wealth. However, a wealth manager may be a good idea if you have substantial assets, would benefit from an expert, and have questions you need help answering .

Is wealth management worth the fees?

Wealth management is actually crucial for not just protecting but growing the assets you've accumulated, so you can meet current financial goals and maybe even build a nest egg worth passing down to future generations.

Is Wealth Enhancement Group an RIA?

Wealth Enhancement Advisory Services Named on Forbes' List of America's Top RIA Firms.

What rank is the Wealth Enhancement Group?

Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement Group, is pleased to announce it has been ranked #5 in the 2023 edition of Barron's Top 100 RIA Firms.

How big is the Wealth Enhancement Group?

What is the size of Wealth Enhancement Group? Wealth Enhancement Group has 1,300 total employees .

Wealth Enhancement Group Grows by Adding BTR Capital Management, Inc., an Independent RIA with Over $1 Billion in Client Assets (2024)

News provided by

Wealth Enhancement Group

17 Nov, 2022, 08:05 ET

Wealth Enhancement Group Continues to Deepen its Presence on the West Coast, GrowingNorthern California to Nine Offices

MINNEAPOLIS, Nov. 17, 2022 /PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with over $55.2 billion in total client assets, today announced the acquisition of BTR Capital Management, Inc. (BTR), an independent RIA located in Oakland, California. BTR's team of nine advisors and five support staff, led by President and CEO John Stratton, oversee more than $1 billion in client assets. This partnership furthers Wealth Enhancement Group's growth in key markets, such as Northern California.

"I am pleased to welcome the team at BTR Capital Management, Inc. to Wealth Enhancement Group. Over the past 30 years, they have worked hard to build strong relationships with their clients," said Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group. "BTR places a high emphasis on the quality of communication with its clients by seeking open, honest, and transparent interactions every step of the way, which is aligned with our firm's philosophy."

Founded in 1989 by Lewis H. Katcher and Stephen P. Yeatman, BTR is a comprehensive wealth and investment management firm that serves high-net-worth individuals and families, foundations, and retirement plans.

Mr. Stratton said, "BTR Capital Management provides its clients with unbiased planning and investment management, coupled with outstanding client service. As we considered the right partner to help us continue to serve our clients in the very best manner, Wealth Enhancement Group was clearly the right firm for our clients and team. We are extremely pleased to be part of one of the fastest-growing RIAs in the country."

Wealth Enhancement Group continues to use transactions to expand its national footprint with the ultimate goal of accelerating organic growth through institutionalized client acquisition and driving efficiency through innovative uses of technology.

"BTR's trusted advisors help their clients develop plans for retirement and navigate key financial decisions," said Jim Cahn, Wealth Enhancement Group's Chief Investments & Business Development Officer. "We are thrilled to join forces with BTR and give them access to Wealth Enhancement Group's powerful resources, capabilities and robust growth programs."

Park Sutton Advisors served as the sole financial advisor to BTR Capital Management, Inc. for the transaction.

About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Now serving more than 45,500 households, the company has over 75 offices nationwide and is expanding rapidly through organic growth and acquisitions. Founded in 1997, Wealth Enhancement Group specializes in providing retail clients with the team-based knowledge and resources they need to simplify their financial life. For more information, please visitwww.wealthenhancement.com.

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 Wealth Enhancement Advisory Services are separate entities from LPL Financial. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had$51.9 billionin client assets, including $4 billion of brokerage assets held at LPL Financial, as of September 30, 2022. BTR Capital Management, Inc. had over $1 billionin client assets as of August 31, 2022. With the addition of previously announced acquisitions and the acquisition of BTR Capital Wealth Management, Inc, Wealth Enhancement Group hasmore than $55.2 billionin client, advisory, trust and brokerage assets.

Media Contacts
Maggie Habashy
[emailprotected]
952-457-4571

Prosek Partners, on behalf of Wealth Enhancement Group
[emailprotected]

SOURCE Wealth Enhancement Group

Wealth Enhancement Group Grows by Adding BTR Capital Management, Inc., an Independent RIA with Over $1 Billion in Client Assets (2024)

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