What you need to know about Wealth Enhancement Group
Who are your clients?
Our clients are a varied bunch: they’re working professionals and retirees, single adults, parents and grandparents, working class and affluent. In general, they’re individuals that appreciate a values-driven approach to financial planning and are looking to form a long-term relationship with their advisor.
What professional registrations, licenses and designations do your advisors and teams have?
The members of our Roundtable team of specialists and financial advisors hold many designations, including: CFP (Certified Financial Planner®), ChFC (Chartered Financial Consultant), CPA (Certified Public Accountant), JD (Juris Doctor), RFC (Registered Financial Consultant), FLMI (Fellow, Life Management Institute), ACS (Associate Customer Service), MBA (Master in Business Administration), CFA (Chartered Financial Analyst) and more. All advisors hold their securities registrations* and insurance licenses.
Is Wealth Enhancement Group affiliated with a Registered Investment Advisor?
Yes, our SEC registered investment advisory firm is Wealth Enhancement Advisory Services (WEAS).
Is Wealth Enhancement Group captive to a larger corporation? Do you sell proprietary products?
Wealth Enhancement Group is an independent firm offering wealth management strategies, greater flexibility and choices based on your goals. We are dedicated to acting in our clients’ best interests – no one else’s. We do not sell any proprietary products.
How many clients does Wealth Enhancement Group have?
Wealth Enhancement Group currently has over 9,000 active clients.
What’s the difference between Wealth Enhancement Group and Accession?
The biggest difference between Wealth Enhancement Group and Accession is geographic area served – you receive the same high-quality comprehensive retirement planning services through either, and both leverage the skills and expertise of our Roundtable team of specialists and advisors. In general, if you live in Minnesota, Iowa and western Wisconsin, we believe Wealth Enhancement Group will best suit your needs. If you live outside of Minnesota, Iowa or western Wisconsin, our Accession team is ready to serve you, wherever you may be.
How do you choose your investments?
We make our investment choices according to each client’s individual situation. Our aim is to understand their unique values and goals first; we then suggest investments that are in alignment with those objectives.
How does the Roundtable help me?
The Roundtable gives you access to the unique knowledge of several financial specialists so that you get the best possible advice for each aspect of your financial plan. Read more about our Roundtable team of financial advisors and specialists here.
What is your investment philosophy?
Please see our Investment Management page for a detailed response to this question.
How much does it cost to come in and see a financial advisor?
There is no cost and no obligation associated with your first visit with a Wealth Enhancement Group financial advisor. Call us today to set up an appointment.
Where are you located?
We have 14 offices throughout Minnesota, Iowa and Illinois, but we have clients nationwide. If you don’t live near one of our 14 locations, we encourage you to see if Accession will suit your retirement planning needs. Please visit our Locations page for more details, including maps and contact information.