Summit Wealth Advisors has partnered with Wealth Enhancement Group
The Meehan Financial Advisory team, backed by a Roundtable team of specialists
We are happy to announce that Summit Wealth Advisors has partnered with Wealth Enhancement Group, a well-respected independent financial services firm headquartered in the greater Minneapolis, MN area.
Our two firms have very similar wealth management philosophies and company values – all of which focus on delivering the best possible advice for each client.
We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to focus on our valued clients.
Our team here in Itasca isn’t going anywhere; by partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our two teams.
Please browse the website and contact us with any questions.
Wealth Enhancement Advisory Services, Wealth Enhancement Group and Summit Wealth Advisors are separate entities from LPL Financial.