Wealth Enhancement Group

First International Bank & Trust - Wealth Services Division that provides personal trust and estate planning services, as well as asset management services such as mineral, investment, and farmland management.

XO Wealth Management is a professional services firm specialising in comprehensive wealth management solutions. They cater primarily to business owners, corporate executives, and money managers, offering a suite of services including alternative investments (hedge funds, private equity, real estate), bespoke financial planning, investment strategies, and risk management assistance. Their expertise helps clients make informed financial decisions and work towards achieving their specific wealth objectives.

VanceGray Wealth Management is a financial advisory firm specializing in comprehensive financial planning and advisory services for individuals and businesses. Their offerings include retirement planning, insurance services, tax preparation and planning, investment management, and estate planning, catering primarily to mass affluent clients.

Northwest Investment Counselors LLC, established in 1998 and based in Lake Oswego, Oregon, is an employee-owned investment management firm. It offers a range of services, including wealth management, retirement plan management, and foundation and endowment management, catering to individuals, high net worth clients, and charitable organizations. The firm manages separate equity, fixed income, and balanced portfolios, primarily investing in U.S. public markets. Northwest Investment Counselors employs fundamental analysis to make investment decisions and operates as a fiduciary, acting in the best interest of its clients.

Danison & Associates is a registered investment advisor that provides asset management and financial planning services for individuals and small businesses.

M&R Capital Management, established in 1993 and headquartered in New York City, is an employee-owned investment management firm. It serves a diverse clientele, including individuals, high net worth individuals, pension funds, charitable organizations, and corporations. The firm offers tailored investment services, managing separate equity, fixed income, and balanced portfolios, as well as launching mutual funds. M&R Capital Management specializes in value investing, focusing on large-cap and mid-cap U.S. public equity and fixed income markets, using fundamental analysis and in-house research.

FinTrust is a financial service provider offering services like retirement consulting, wealth & asset management.

Levy Wealth Management Group offers advisory services in employee benefits and investment management.

Lynch Retirement Investment Group is a professional services firm specializing in retirement planning. It advises clients, including corporate employees and business owners, on a range of services such as financial planning, asset management, wealth management, longevity planning, retirement planning, tax planning, and estate planning. The company's approach involves creating customized investment strategies tailored to each client's unique risk tolerance, helping them achieve their long-term financial goals.

Piermont Wealth Management is a financial advisory firm that focuses on providing investment management, financial planning, and retirement planning services to individuals and families. The company is dedicated to assisting clients in developing and executing tailored investment strategies that align with their specific retirement goals and financial needs. By offering personalized guidance, Piermont Wealth Management aims to empower its clients to secure their financial futures and effectively manage their investments.

Asset Management Resources is an investment advisory firm based in Hyannis, Massachusetts, specializing in financial planning and portfolio management services. The company focuses on delivering personalized financial strategies to its clients, providing complimentary consultation services to enhance understanding of investment options. Through its comprehensive advisory approach, Asset Management Resources aims to simplify the complexities of financial planning and help clients achieve their financial goals.

Heacock & Jones Financial Services is a financial planning firm that offers a comprehensive range of services designed to address various aspects of clients' financial needs. The company specializes in complete financial planning, investment management, tax planning, insurance, retirement planning, and estate preparation. By providing a holistic view of financial situations, Heacock & Jones aims to assist clients in making informed decisions to secure their financial futures. The firm is dedicated to delivering personalized solutions that encompass retirement planning, tax calculations, investment advising, and life insurance, ensuring that clients receive tailored support for their unique circumstances.

New Era Financial Advisors is a financial advisory firm dedicated to assisting individuals, families, and small businesses in achieving their financial goals. The company offers a diverse array of services, including investment management, estate planning, retirement planning, education planning, and business planning. With a focus on comprehensive financial planning, New Era Financial Advisors aims to provide tailored solutions that help clients protect and grow their wealth throughout various stages of life. Additionally, they offer tax planning and preparation services, further enhancing their commitment to ensuring financial security for their clients.

Prozan Financial Services is a financial services firm based in Walnut Creek, California, specializing in a range of financial products and services for individuals and businesses. As a Registered Investment Adviser, the firm is dedicated to assisting clients in achieving their financial objectives. In March 2023, Prozan Financial Services formed a partnership with Wealth Enhancement Group to enhance its offerings. The firm operates through its broker-dealer, Cetera Advisors, and is managed by an executive team that oversees its assets.

Legacy Financial Planning is a hybrid Registered Investment Advisor (RIA) firm that offers comprehensive financial planning services. They operate as a consultancy, focusing on developing personalized wealth management strategies for their clients. Their expertise lies in portfolio management, fixed-income strategies, funding and insurance planning, and banking and lending services. The company aims to simplify clients' financial lives by providing tailored solutions to help protect and grow their wealth.

Ginsburg Financial Advisors is a financial advisory firm that provides a range of services to individuals, families, and business owners both locally and nationally. The firm specializes in financial planning, investment management, and wealth management, offering clients comprehensive solutions that include income and capital planning, retirement planning, and risk management. By focusing on personalized strategies, Ginsburg Financial Advisors aims to enhance clients' understanding of their financial situations and assist them in achieving their financial goals.

Bohmer Kilcoyne Wealth Management, LLC is a Cincinnati-based investment advisory firm that has been providing comprehensive financial management and advisory services since its founding in 1999. The firm specializes in investment management, retirement income and distribution planning, tax planning, family wealth planning, and services for endowments and foundations. It caters to a diverse clientele that includes individuals, families, medical professionals, nonprofit organizations, and small business owners. Known for its commitment to delivering objective advice, responsive service, and tailored investment strategies, Bohmer Kilcoyne Wealth Management aims to align financial guidance with the unique goals and circumstances of each client. The company was originally established as HBK Wealth Management and adopted its current name in September 2018. It operates as a subsidiary of CAPTRUST.

Sadoff Investment Management is an investment advisory firm based in Milwaukee, Wisconsin, specializing in the management of individual stocks and bonds. The firm is dedicated to providing clients with tailored investment strategies that are informed by comprehensive research and insights. Sadoff Investment Management serves a diverse clientele, including individuals, families, corporations, foundations, and partnerships, offering services that emphasize both investment growth and protection.

Pinnacle Private Wealth is a financial services firm that specializes in wealth management, risk management, and insurance services. The company caters primarily to pre-retired and retired high-net-worth individuals as well as business owners. Its offerings include comprehensive financial planning, investment management, retirement portfolio review and planning, estate planning, and risk management analysis. Pinnacle Private Wealth aims to provide clarity and purpose to its clients' financial roadmaps, helping them to navigate their financial futures with confidence.

Titus Wealth Management is a registered investment advisor located in Larkspur, California. The firm specializes in retirement investing and distribution strategies, alongside offering comprehensive financial planning and risk management services. By focusing on client brokerage and advisory assets, Titus Wealth Management aims to enhance the financial well-being of its clients through tailored investment solutions and strategies.

TrueNote suite of companies orchestrates all elements of your financial picture through concierge wealth management service, all under one roof. From strategic tax planning to charitable giving and investment management, our passion is to help you optimize your entire financial life so your money can work more efficiently.

Napa Valley Wealth Management is a wealth management firm that caters to private individuals, families, trusts, and companies throughout the United States. The firm specializes in a comprehensive suite of services, including investment management, personalized financial planning, retirement and estate planning, and tax minimization strategies. Additionally, Napa Valley Wealth Management provides business solutions and analysis for purchases and sales, along with philanthropic counseling. By focusing on optimizing investments, the firm aims to assist clients in effectively planning, building, and preserving their wealth.

Investor Solutions is a fee-only registered investment advisor located in Miami, Florida. The firm specializes in providing investment strategy advice and services to a diverse clientele, including individuals, families, trusts, and corporate pension plans. In addition to investment management, Investor Solutions offers comprehensive tax preparation and planning, as well as estate and legacy planning services. The company focuses on delivering tailored solutions that align with clients' financial growth objectives and needs, emphasizing effective and informed decision-making to enhance their overall financial well-being.

Serafini Financial Group, established in 1990, is dedicated to building enduring client relationships through its wealth management services across Maryland, Virginia, Pennsylvania, and other regions. The company offers a comprehensive range of services including retirement, estate, insurance, tax, and business planning, designed to help clients achieve their financial goals effectively.

Fitzgerald Wealth Management is an independent financial advisory practice with four advisors that collectively oversee $513 million. It specializes in the fields of finance, financial services, and financial exchanges.

Oakwood Capital Management is a wealth management firm that provides comprehensive financial services to high-net-worth individuals, retirees, and a younger, tech-savvy clientele. The company specializes in investment management, asset management, and financial planning, ensuring that all clients receive institutional-quality investment management alongside personalized service. With a cumulative total of over 260 years of professional experience, Oakwood's team brings an average of 17 years of expertise in actively managing both equity and fixed income portfolios, tailored to meet specific investment objectives. By focusing on the unique needs of each client, Oakwood Capital Management facilitates the achievement of their financial goals.

Lighthouse Wealth Management is a financial services firm that provides investment management, retirement planning, and tax services.

Lighthouse Wealth Management is a financial service firm that offers retirement planning, insurance planning, and estate planning services.

MACRO Consulting Group is an independent wealth management firm dedicated to providing comprehensive financial advisory services. The company specializes in financial planning, investment management, estate planning, and insurance solutions, tailored to meet the unique circumstances of each client. Serving a diverse clientele that includes affluent individuals, professionals, business owners, and retirees, MACRO Consulting Group focuses on risk management and efficient implementation of strategies to help clients build a secure financial future and achieve their financial objectives.

HFA is a dynamic firm that primarily focuses on offering a complete range of financial planning and investment management services.

Pillar Pacific Capital Management, LLC is an employee-owned investment manager based in San Marino, California, with additional offices in Pacifica and Houston. Established in 1999, the firm specializes in providing investment management and comprehensive wealth management services to a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, corporations, and trusts. Its offerings encompass retirement planning, estate planning, tax strategies, risk management, and asset protection. Pillar Pacific manages client-focused equity, fixed income, and balanced portfolios, investing primarily in U.S. public markets. The firm employs a combination of quantitative and fundamental analysis, utilizing a bottom-up stock picking approach to identify growth stocks across various market capitalizations and taxable and municipal bonds with intermediate-term maturities. Pillar Pacific aims to help clients optimize their investment strategies while managing risks and enhancing returns. As of June 2021, Pillar Pacific operates as a subsidiary of Wealth Enhancement Group, LLC.

North American Management Corp. is an employee-owned investment management firm based in Boston, Massachusetts, with an additional office in St. Louis, Missouri. Established in 1928, the company specializes in providing tailored wealth management and advisory services to a diverse clientele, including individuals, families, high net worth individuals, foundations, endowments, and single-family offices. North American Management focuses on creating client-specific equity and fixed income portfolios and offers a range of services such as tax and estate planning, trust services, and strategic investment planning. The firm invests in global public equity and fixed income markets, utilizing a combination of fundamental analysis, top-down sector selection, and bottom-up stock picking to construct its portfolios. By employing external research and a planning-oriented approach, North American Management aims to help clients protect and grow their wealth while achieving their financial objectives.

Reby Advisors is an investment advisory firm that specializes in guiding clients through effective investment strategies. The company offers a range of services, including investment management, financial planning, retirement planning, tax planning, education planning, and legacy planning. Reby Advisors primarily serves small business owners, pre-retirees, and retirees, helping them navigate their financial futures and achieve their long-term goals. Through its comprehensive approach, Reby Advisors aims to provide personalized solutions that address the unique financial needs of its clients.

Financial Wealth Management is a registered investment advisory firm dedicated to enhancing the long-term financial success of its clients. The company provides a wide range of wealth management services tailored to meet the unique needs of individuals and small businesses. Its offerings include retirement planning and financial planning, aimed at helping clients achieve their financial goals and secure their financial futures. By focusing on personalized service and strategic guidance, Financial Wealth Management seeks to empower clients in making informed financial decisions.

SVA Financial Group offers wealth management, trust and tax planning services to high-net-worth individuals and families, along with investment and 401(k) plan services to small businesses.

10-15 Associates is an independent registered investment adviser based in Goshen, New York. The company specializes in providing a range of investment advisory services tailored to both individuals and employers. These services include retirement planning, employee benefits plan management, tax strategy consultation, customized portfolio management, and comprehensive wealth planning.

CJM Wealth Management LLC, founded in 2003 and based in Deer Park, New York, specializes in comprehensive wealth management services tailored for individuals and families. The firm focuses on planning-centric investment advice, offering a range of services including investment management, tax strategies, asset protection, risk mitigation, personal investment policies, retirement income planning, and portfolio monitoring. Known for its expertise in serving physicians, CJM Wealth Management aims to expand its presence in the Tri-State area by attracting growth-oriented advisors. In September 2020, CJM Wealth Management was acquired by Wealth Enhancement Group, LLC, further enhancing its capabilities in providing robust wealth management solutions.

Wealth Enhancement Group is a financial services firm that specializes in providing customized financial planning and investment management solutions. The company aims to simplify the financial lives of its clients, particularly large institutional and high-net-worth investors, by offering a comprehensive range of services that includes investment management, tax strategies, insurance, and estate planning. By merging superior investment management with behavioral finance principles, Wealth Enhancement Group helps clients make informed decisions while alleviating the stress associated with managing multiple financial relationships. The firm's focus on personalized service allows clients to navigate complex financial landscapes with greater confidence and clarity.

BPU Investment Management is a financial advisory and investment firm that specializes in providing comprehensive wealth management services. The company offers a diverse range of solutions, including asset management, financial planning, retirement plan consulting, and institutional brokerage services. BPU emphasizes building strong client relationships through effective communication and education, aiming to foster trust and collaboration in managing clients' financial needs.

RCL Advisors is a registered investment advisory firm based in New York, dedicated to serving as an independent advocate for its clients. The firm specializes in wealth management and offers a range of services, including risk management, retirement planning, income tax planning, compensation planning, and investment strategy development. Through its comprehensive approach, RCL Advisors aims to address the diverse financial needs of its clientele, ensuring tailored solutions that align with their individual goals and objectives.

AEPG Wealth Strategies is a registered investment advisor. AEPG® is a nationally recognized leader in wealth management. AEPG® Wealth Strategies offers comprehensive solutions that can help you balance your personal, business, and financial needs. For more than 35 years, we have provided customized, independent wealth management and financial planning services to individuals, families, physicians, and business owners.

Planning Solutions Group is a financial planning firm that focuses on innovative strategies for wealth creation and preservation. As a subsidiary of Wealth Enhancement Group, LLC, the firm boasts a team of two partners with over 50 years of combined industry experience, supported by associate planners and dedicated staff. This includes an attorney who specializes in advanced estate and tax planning, as well as a Chartered Financial Analyst (CFA) who develops creative investment strategies. Planning Solutions Group offers a comprehensive range of services, including retirement and investment planning, business succession planning, wealth administration, risk management, and estate planning, aimed at helping clients navigate their financial futures effectively.

Wiley Group is a financial planning services provider that offers independent, fee-based advice to approximately 450 households. The company specializes in developing tailored financial strategies that align with each client's unique risk and return profile. By focusing on structuring and balancing financial portfolios, Wiley Group aims to minimize volatility while ensuring consistent returns. This approach enables clients to achieve their specific financial goals and retirement plans effectively. The firm emphasizes robust financial planning to support its clients in navigating their financial journeys.

Summit Planning Group is an independent financial advisory firm that offers personalized financial guidance to approximately 980 families. The company operates on a fee-based model, emphasizing a thorough and client-centered approach. Summit Planning Group specializes in life goal planning, providing services that include comprehensive face-to-face reviews, goal development, and ongoing monitoring of financial objectives. This structured process allows clients to evaluate their financial goals against actual results, empowering them to make informed and prudent decisions regarding their financial futures. The firm's commitment to technical competence and a deep understanding of each client's unique aspirations underscores its dedication to effective financial planning.

GDM Advisory Group, Ltd., founded in 1993 and based in Fort Washington, Pennsylvania, provides independent financial guidance to approximately 250 individuals and families through a fee-based model. The firm specializes in offering objective and creative financial planning services, including investment management, retirement planning, risk management, and estate planning. GDM takes a comprehensive approach to financial advising by developing a detailed financial profile for each client, which encompasses savings capacity, existing investment wealth, and investment temperament. Regular assessments of clients' risk tolerance allow the firm to make informed adjustments to their portfolios, ensuring alignment with each client's unique financial goals and needs.

OneSource Retirement Advisors, an independent financial advisory practice.

Retirement Strategies is an independent financial advisory practice dedicated to providing comprehensive financial planning and investment management services. The firm focuses on assisting clients who are nearing retirement, helping them to achieve their financial goals and aspirations. Committed to community education and service, Retirement Strategies emphasizes a personalized approach to financial advising, ensuring that clients receive tailored solutions that align with their individual needs. Through a combination of expertise and client-centered strategies, the firm aims to empower individuals as they navigate the complexities of retirement planning.

Cimino Wealth Advisors, an independent financial advisory practice.

CPA Retirement Planning is an independent financial advisory practice. CPA Retirement Planning provides holistic, tax-savvy financial planning and investment management services to retail and business clients.

CLA Financial Advisors is a wealth management firm that specializes in providing comprehensive financial services to high net-worth individuals and families. The company focuses on delivering exceptional client service through a range of offerings, including financial planning, wealth accumulation and transfer strategies, as well as investment and risk management. With a commitment to personalized solutions, CLA Financial Advisors aims to help clients achieve their financial goals and navigate the complexities of wealth management effectively.

Sound Financial Solutions, LP, based in Houston, Texas, is a financial advisory firm dedicated to assisting clients with various aspects of their financial lives. The company provides personalized services including investment assistance in bonds, stocks, government securities, and annuities, as well as educational IRAs. Sound Financial Solutions also offers comprehensive financial planning services such as retirement and tax plans, 401k and 403b planning, college and estate plans, and money management. Additionally, the firm provides disability income, life, long-term care, individual health, and group health insurance. Founded with a commitment to excellence, Sound Financial Solutions aims to create financial stability and security for its clients, ultimately helping them achieve financial independence.

HHG & Company is a Registered Investment Advisor (RIA) that provides financial planning, investment management and tax preparation services to high-net-worth individuals and families. Since its founding in 1986, the firm has grown to manage over $1 billionin assets for clients nationwide. Based in Darien, CT.