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MINNEAPOLIS, Sept. 16, 2020 /PRNewswire/ — Wealth Enhancement Group (“WEG”), an independent wealth management firm that oversees $19.4 billion in client assets*, today announced the acceleration of its growth strategy and the initiation of the next phase of its creation of a fully digitized experience platform to support the firm’s financial advisors and their clients.
Since 2013, WEG has emerged as one of the fastest-growing independent registered investment adviser (RIA) firms in the country, expanding by over $15 billion in client assets over the past seven years, including through acquisitions of 16 of the most recognized and successful regional independent wealth management businesses in the country. The firm, which has successfully completed 11 M&A transactions over the past 24 months, encompasses 150 financial advisors across the country, working under a national brand and a shared passion for delivering a comprehensive financial planning-based client service experience.
Jeff Dekko, CEO of Wealth Enhancement Group, said, “We’re thrilled to take a major step forward in reinforcing our firm’s leadership in driving growth and delivering an exceptional experience for advisors and their clients. By investing on a significant and targeted basis now in talent, technology and tools, we are placing our firm at the forefront of two emerging trends: First, the RIA …
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