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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.