This Acquisition Grows Wealth Enhancement Group’s Existence in the Tri-State Area to 12 Places of work Across New York, Connecticut and New Jersey MINNEAPOLIS, Dec. 15, 2022 /PRNewswire/ — Prosperity Improvement Group, a nationwide independent prosperity management organization with much more than $57.9 billion in full customer property, announced the […]
Enhancement
Prosperity Enhancement Group has obtained Financial Administration Ideas, led by founder and president Brian Fricke. The offer, whose economic conditions ended up not disclosed, is slated to close at the stop of this month. Started in 1991, Florida-primarily based Money Management Concepts specialises in retirement setting up, earnings distribution techniques […]
Addition of the Central Florida Firm Raises Prosperity Improvement Group’s Complete Shopper Belongings to much more than $55.6 Billion MINNEAPOLIS, March 30, 2022 /PRNewswire/ — Wealth Enhancement Group, an independent wealth administration agency, nowadays introduced the acquisition of Monetary Administration Concepts, located in the Orlando suburb of Wintertime Springs, Fla. […]
Wealth Enhancement Group is acquiring Vivid Financial Management, a hybrid RIA based in central California with $674 million in client assets under management, the firm announced. The acquisition will push WEG’s AUM above $55 billion. WEG CEO Jeff Dekko said the group was excited to work with the six-advisor practice “shoulder-to-shoulder” […]