Wealth Enhancement Group

New Era Financial Advisors specializes in providing financial advisory services aimed at helping clients achieve their financial goals. The firm offers a comprehensive range of services, including investment management, estate planning, retirement planning, education planning, and business planning. By focusing on a detailed financial planning process, New Era Financial Advisors seeks to protect and grow the wealth of individuals, families, and small businesses throughout various stages of life. Their commitment to financial security is reflected in their tailored approach to meet the unique needs of each client.

Sadoff Investment Management is an investment advisory firm located in Milwaukee, Wisconsin, specializing in individual stocks and bonds. The firm offers a comprehensive range of investment services that include developing tailored investment strategies based on in-depth research and insights. Sadoff Investment Management serves a diverse clientele, including individuals, families, corporations, foundations, and partnerships, focusing on both investment growth and protection.

Napa Valley Wealth Management is a wealth management firm that serves private individuals, families, trusts, and companies throughout the United States. The firm specializes in a range of financial services, including investment management, personalized financial planning, retirement and estate planning, and tax minimization. Additionally, Napa Valley Wealth Management provides analysis for purchases and sales, as well as philanthropic counseling. By offering these services, the firm aims to help clients optimize their investments while effectively planning, building, and preserving their wealth.

Serafini Financial Group opened its doors in 1990 with a distinct vision that still holds true today: building relationships that last a lifetime.

MACRO Consulting Group is an independent wealth management firm specializing in financial planning, investment management, and estate planning.

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 that provides a range of investment management and wealth management services. The firm caters to individuals, high net worth clients, pension plans, charitable organizations, corporations, trusts, estates, and foundations. It specializes in managing client-focused equity, fixed income, and balanced portfolios, investing primarily in the U.S. public equity and fixed income markets. For equity investments, Pillar Pacific targets growth stocks across small, mid, and large-cap companies, while its fixed income strategy includes intermediate-term taxable and municipal bonds. The firm employs a bottom-up stock picking approach, utilizing both quantitative and fundamental analysis to construct its portfolios, and benchmarks its equity performance against major indices. Founded in 1999 and headquartered in San Marino, California, with additional offices in Pacifica and Houston, Pillar Pacific operates as a subsidiary of Wealth Enhancement Group, LLC as of June 2021.

North American Management Corp. is an employee-owned investment manager based in Boston, Massachusetts, with an additional office in St. Louis, Missouri. Founded in 1928, the firm specializes in providing tailored investment management and advisory services to a diverse clientele, including individuals, high net worth individuals, families, charitable organizations, corporations, and single-family offices. North American Management focuses on planning-oriented wealth management, offering a wide range of services such as tax and estate planning, trust services, and the management of equity and fixed income portfolios. The firm invests in global public equity and fixed income markets, employing a combination of fundamental analysis, top-down sector selection, and bottom-up stock picking to construct its portfolios. By leveraging external research, North American Management aims to protect and grow its clients' wealth, helping them achieve their financial objectives through customized investment strategies.

Reby Advisors offers a comprehensive range of investment management and advisory services aimed at helping clients develop effective financial strategies. The firm specializes in financial, retirement, tax, education, and legacy planning, catering primarily to small business owners, pre-retirees, and retirees. By focusing on tailored investment strategies, Reby Advisors guides clients through their financial journeys, ensuring they are well-prepared for the future.

Financial Wealth Management is a registered investment advisory firm dedicated to enhancing the long-term financial success of its clients. The firm provides a range of comprehensive wealth management services, focusing on retirement and financial planning tailored for individuals and small businesses. By prioritizing the unique financial goals of each client, Financial Wealth Management aims to deliver personalized strategies that promote financial stability and growth.

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.

CJM Wealth Management LLC, based in Deer Park, New York, specializes in wealth management and investment advisory services for individuals and families, with a particular focus on planning-centric strategies. Founded in 2003, the firm has developed a strong reputation for working with physicians and is actively expanding its presence in the Tri-State region by adding growth-oriented advisors. CJM Wealth Management offers a comprehensive range of services including investment management, tax strategies, asset protection, risk mitigation, retirement income planning, and portfolio monitoring. In 2020, CJM Wealth Management was acquired by Wealth Enhancement Group, further enhancing its ability to serve clients.

Wealth Enhancement Group is a financial services firm that provides customized financial planning and investment management solutions. The company focuses on assisting clients, particularly high net-worth individuals and mass affluent clients, in navigating the complexities of their financial lives. By offering comprehensive services that include investment management, tax strategies, insurance, and estate planning, Wealth Enhancement Group aims to simplify the management of multiple financial relationships. The firm emphasizes the importance of behavioral finance to help clients make informed decisions, ultimately reducing their stress and enhancing their confidence in financial matters.

Planning Solutions Group is a financial planning firm that specializes in developing innovative concepts for wealth creation and preservation. PSG is comprised of 2 partners with over 50 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes an attorney who provides advanced estate and tax planning solutions, and a Chartered Financial Analyst (CFA) for the development of creative investment strategies.

Wiley Group offers independent financial planning services to around 450 households, emphasizing personalized financial advice. The company focuses on structuring and balancing clients' financial portfolios according to individual risk and return preferences. By prioritizing low volatility, Wiley Group aims to generate consistent returns that help clients achieve their specific financial objectives and retirement plans.

Retirement Strategies is an independent financial advisory practice that specializes in providing holistic financial planning and investment management services. The firm focuses on serving individuals who are nearing retirement, helping them to align their financial strategies with their personal goals and aspirations. Through a commitment to education and community service, Retirement Strategies aims to empower clients with the knowledge and resources necessary for effective retirement planning. The firm’s approach emphasizes personalized guidance, ensuring that each client receives tailored advice to support their unique financial journeys.

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.