Wealth Enhancement Group
Wealth Enhancement Group expands US presence with RCL Advisors deal
Minnesota-based Wealth Enhancement Group has agreed to buy RCL Advisors, a New York-based RIA, for an undisclosed sum. RCL tends…
TA Associates takes over Wealth Enhancement Group
Private equity firm TA Associates has agreed to buy a majority stake in Wealth Enhancement Group from Lightyear Capital for…
Wealth Enhancement Group expands into New Jersey with new purchase
Minnesota-based Wealth Enhancement Group has forayed into New Jersey with the acquisition of AEPG Wealth Strategies. The companies did not reveal…
Wealth Enhancement Group acquires Planning Solutions Group
Wealth Enhancement Group has agreed to buy Planning Solutions Group, a Maryland-based IFA, for an undisclosed sum. Planning Solutions serves…
Wealth Enhancement Group continues buying spree; acquires Wiley Group
Minnesota-based Wealth Enhancement Group has agreed to purchase Wiley Group, a Pennsylvania-based independent financial advisory firm, for an undisclosed sum.…
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Wealth Enhancement Group to scoop up Summit Planning Group
Wealth Enhancement Group, a Minnesota-based wealth manager backed by Lightyear Capital, has agreed to buy Summit Planning Group, a Wisconsin-based…
Wealth Enhancement Group to buy GDM Advisory Group
Minnesota-based Wealth Enhancement Group has agreed to acquire GDM Advisory Group, an independent financial advisory firm based in Pennsylvania. The…
Wealth Enhancement Group to acquire OneSource Retirement Advisors
Minnesota-based Wealth Enhancement Group has agreed to buy OneSource Retirement Advisors, a Pennsylvania-based independent financial advisory firm, for an undisclosed…
Wealth Enhancement Group to acquire Retirement Strategies
Minnesota-based Wealth Enhancement Group has agreed to acquire Retirement Strategies (RSI), a Florida-based independent financial advisory business, for an undisclosed…
Wealth Enhancement Group snaps up Cimino Wealth Advisors
Wealth Enhancement Group, a Minnesota-based wealth manager with $8.4bn in assets, has acquired Wisconsin-based peer Cimino Wealth Advisors for an…