Wealth Enhancement Group
Wealth Enhancement Group is a leading independent wealth management firm providing comprehensive financial planning and investment management services tailored to clients’ unique goals. Founded in 1997, WEG has built a robust advisory platform that delivers a full suite of services, including financial planning, estate planning, retirement income strategies, tax planning, insurance solutions, and investment management for clients nationwide. WEG stands out with its holistic, team-based advisory approach, ensuring clients benefit from coordinated, expert guidance across all aspects of wealth management. The firm’s proprietary Roundtable™ and UniFi® frameworks allow advisors to integrate financial planning and investment strategies seamlessly, providing personalized, long-term solutions that help clients achieve their financial objectives.
Associated People
1997 - present
2003 - present
2021 - present
2003 - present
2020 - 2023
Wealth Enhancement Group (WEG) is a leading independent wealth management firm and one of the largest in the United States.
With over $80 billion in assets under management and more than 115 offices nationwide, WEG serves a diverse client base, including individuals, families, business owners, and retirees.
The firm leverages its team-based Roundtable™ model, bringing together specialists across multiple disciplines to deliver holistic, integrated financial planning.
Their UniFi® process ensures that investment strategies, tax planning, estate planning, retirement income, and risk management are seamlessly coordinated and tailored to each client’s unique goals.
CORE SERVICES
Investment Management – WEG applies Plan-Led Investing™, creating portfolios aligned with clients’ overall financial plans. Strategies focus on diversification, tax efficiency, cost control, and active management.
Financial Planning – Using a structured three-step process—advisor match, integrated advice, and long-term stewardship—clients benefit from guidance by CFPs, CPAs, and JDs.
Retirement Income Planning – WEG designs retirement income strategies that maintain consistent cash flow throughout retirement, including Social Security optimization, tax-efficient withdrawals, and account distribution strategies.
Estate Planning – The firm develops wills, trusts, and legacy plans while coordinating with estate attorneys to minimize tax exposure and ensure smooth wealth transfer.
Tax Strategies – WEG helps reduce tax burdens through tax-loss harvesting, tax-smart portfolio rebalancing, and collaboration with CPAs for comprehensive tax planning.
Risk Management & Insurance – The firm evaluates client exposure to risks and provides guidance on life, disability, long-term care, and liability insurance.