Wealth Enhancement Group

First International Bank & Trust - Wealth Services Division that provides personal trust and estate planning services, as well as asset management services such as mineral, investment, and farmland management.

XO Wealth Management is a financial services provider that specializes in consulting for business owners, corporate executives, and money managers. The firm offers a range of investment options, including alternative investments such as hedge funds, private equity, and private real estate. In addition to investment services, XO Wealth Management provides comprehensive financial planning and risk management solutions, aimed at helping clients make informed financial decisions and reach their financial objectives. Through its tailored approach, the company seeks to enhance the overall financial well-being of its clients.

VanceGray Wealth Management is a financial advisory firm specializing in comprehensive financial planning and advisory services for individuals and businesses. Their offerings include retirement planning, insurance services, tax preparation and planning, investment management, and estate planning, catering primarily to mass affluent clients.

Northwest Investment Counselors LLC, established in 1998 and based in Lake Oswego, Oregon, is an employee-owned investment management firm. They specialize in wealth management, retirement planning, and trust management services, catering to a diverse clientele including individuals, high net worth individuals, pooled investment vehicles, pension plans, and charitable organizations. The firm offers customized equity, fixed income, and balanced portfolios, investing primarily in U.S. public markets using fundamental analysis. They are registered as a fiduciary, ensuring their clients' best interests are always prioritized.

Danison & Associates is a registered investment advisor that provides asset management and financial planning services for individuals and small businesses.

M&R Capital Management, established in 1993 and headquartered in New York City, is an employee-owned investment management firm. It serves a diverse clientele, including individuals, high net worth individuals, pension funds, charitable organizations, and corporations. The firm offers tailored investment services, managing separate equity, fixed income, and balanced portfolios, as well as launching mutual funds. M&R Capital Management specializes in value investing, focusing on large-cap and mid-cap U.S. public equity and fixed income markets, using fundamental analysis and in-house research.

FinTrust is a financial service provider offering services like retirement consulting, wealth & asset management.

Levy Wealth Management Group offers advisory services in employee benefits and investment management.

Lynch Retirement Investment Group is a professional services firm specializing in retirement planning. It advises clients, including corporate employees and business owners, on a range of services such as financial planning, asset management, wealth management, longevity planning, retirement planning, tax planning, and estate planning. The company's approach involves creating customized investment strategies tailored to each client's unique risk tolerance, helping them achieve their long-term financial goals.

Piermont Wealth Management is a financial advisory firm that focuses on providing investment management, retirement planning, and comprehensive financial planning services. The firm assists individuals and families in developing and executing tailored investment strategies to meet their retirement goals and overall financial needs. By prioritizing client-centric solutions, Piermont Wealth Management aims to ensure that clients are well-equipped to navigate their financial futures.

Asset Management Resources, based in Hyannis, Massachusetts, is an investment advisory firm offering financial planning and portfolio management services. They provide personalized, easy-to-understand strategies through complimentary consultation services.

Heacock & Jones Financial Services is a financial planning firm that offers a wide range of services aimed at providing clients with a comprehensive understanding of their financial situations. The firm specializes in complete financial planning, which includes investment management, retirement planning, tax planning, insurance solutions, and estate preparation. By focusing on these key areas, Heacock & Jones helps clients navigate their financial goals and make informed decisions about their future.

New Era Financial Advisors specializes in providing financial advisory services aimed at helping clients achieve their financial goals. The firm offers a comprehensive range of services, including investment management, estate planning, retirement planning, education planning, and business planning. By focusing on a detailed financial planning process, New Era Financial Advisors seeks to protect and grow the wealth of individuals, families, and small businesses throughout various stages of life. Their commitment to financial security is reflected in their tailored approach to meet the unique needs of each client.

Prozan Financial Services is a financial services firm based in Walnut Creek, California, specializing in providing a range of financial products and services to both individuals and businesses. The firm operates as a Registered Investment Adviser and is committed to helping clients achieve their financial goals. In March 2023, Prozan Financial Services formed a partnership with Wealth Enhancement Group, enhancing its capabilities to manage client assets more effectively. The firm's operations are overseen by an experienced executive management team, ensuring a focus on client-centric financial strategies.

Legacy Financial Planning is a hybrid registered investment advisory firm that offers comprehensive financial planning services. The firm focuses on developing personalized strategies aimed at protecting and growing clients' wealth. Its areas of expertise include portfolio management, fixed-income strategies, funding and insurance planning, as well as banking and lending services. By simplifying complex financial matters, Legacy Financial Planning helps clients effectively manage their finances and achieve their financial goals.

Ginsburg Financial Advisors is a financial advisory firm that provides a range of services including financial planning, investment management, and wealth management. Serving individuals, families, and business owners both locally and nationally, the firm specializes in income and capital planning, retirement planning, and risk management. By offering these services, Ginsburg Financial Advisors aims to help clients gain insight into their financial situations and achieve their financial goals effectively.

Bohmer Kilcoyne Wealth Management, LLC is an investment advisory firm based in Cincinnati, Ohio, that has been providing financial management and advisory services since its founding in 1999. The firm offers a range of services, including investment management, retirement income and distribution planning, tax planning, family wealth planning, and endowment and foundation services. Its clientele includes individuals and families, medical professionals, nonprofit organizations, and small businesses. Bohmer Kilcoyne Wealth Management emphasizes a personalized approach, helping clients develop investment strategies tailored to their unique goals and circumstances. The firm was previously known as HBK Wealth Management, LLC before rebranding in September 2018, and it operates as a subsidiary of CAPTRUST.

Sadoff Investment Management is an investment advisory firm located in Milwaukee, Wisconsin, specializing in individual stocks and bonds. The firm offers a comprehensive range of investment services that include developing tailored investment strategies based on in-depth research and insights. Sadoff Investment Management serves a diverse clientele, including individuals, families, corporations, foundations, and partnerships, focusing on both investment growth and protection.

Pinnacle Private Wealth specializes in wealth management, risk management, and insurance services tailored for pre-retired and retired high-net-worth individuals and business owners. The firm offers a comprehensive range of financial planning services, including investment management, retirement portfolio review and planning, and estate planning. By focusing on these areas, Pinnacle Private Wealth aims to provide clients with clarity and purpose in their financial roadmap, ensuring that their unique needs and goals are met effectively.

Titus Wealth Management is a registered investment advisor located in Larkspur, California. The firm specializes in retirement investing and distribution strategies, along with comprehensive financial investment planning and risk management services. By focusing on client brokerage and advisory assets, Titus Wealth Management aims to enhance the financial well-being of its clients through tailored investment solutions.

TrueNote suite of companies orchestrates all elements of your financial picture through concierge wealth management service, all under one roof. From strategic tax planning to charitable giving and investment management, our passion is to help you optimize your entire financial life so your money can work more efficiently.

Napa Valley Wealth Management is a wealth management firm that serves private individuals, families, trusts, and companies throughout the United States. The firm specializes in a range of financial services, including investment management, personalized financial planning, retirement and estate planning, and tax minimization. Additionally, Napa Valley Wealth Management provides analysis for purchases and sales, as well as philanthropic counseling. By offering these services, the firm aims to help clients optimize their investments while effectively planning, building, and preserving their wealth.

Investor Solutions is a fee-only registered investment advisor located in Miami, Florida. The firm specializes in providing investment strategy advice and services to individuals, families, trusts, and corporate pension plans. In addition to investment management, Investor Solutions offers tax preparation and planning, as well as estate and legacy planning services. The company is committed to delivering effective and informed guidance to help clients achieve their financial growth and objectives.

Serafini Financial Group, established in 1990, specializes in wealth management services across Maryland, Virginia, Pennsylvania, and other regions. The company is dedicated to fostering long-lasting relationships with its clients while providing a comprehensive range of services. These services encompass retirement planning, estate planning, insurance, tax planning, and business planning, all aimed at helping clients achieve their financial goals and effectively manage their investments.

Fitzgerald Wealth Management is an independent financial advisory practice with four advisors that collectively oversee $513 million. It specializes in the fields of finance, financial services, and financial exchanges.

Oakwood Capital Management provides comprehensive wealth management services tailored for high-net-worth individuals, retirees, and tech-savvy clients. The firm offers an array of services including investment management, asset management, and financial planning, ensuring that both individual and institutional investors can achieve their financial objectives. With a team boasting over 260 years of combined experience and an average of 17 years per professional, Oakwood Capital Management delivers institutional-quality investment management alongside personalized service. The firm specializes in actively managing equity and fixed income portfolios, aligning its strategies with the specific needs of its clients.

Lighthouse Wealth Management is a financial services firm that provides investment management, retirement planning, and tax services.

Lighthouse Wealth Management is a financial service firm that offers retirement planning, insurance planning, and estate planning services.

Macro Consulting Group is an independent wealth management firm that offers a range of services including financial planning, investment management, estate planning, and insurance solutions. The firm focuses on providing tailored investment advisory services with an emphasis on risk management and efficient implementation, taking into account each client's unique circumstances. Catering primarily to affluent individuals, professionals, business owners, and retirees, Macro Consulting Group aims to help clients build a secure financial future and achieve their personal financial goals.

HFA is a dynamic firm that primarily focuses on offering a complete range of financial planning and investment management services.

Pillar Pacific Capital Management, LLC is an employee-owned investment manager that provides a range of investment management and wealth management services. The firm caters to individuals, high net worth clients, pension plans, charitable organizations, corporations, trusts, estates, and foundations. It specializes in managing client-focused equity, fixed income, and balanced portfolios, investing primarily in the U.S. public equity and fixed income markets. For equity investments, Pillar Pacific targets growth stocks across small, mid, and large-cap companies, while its fixed income strategy includes intermediate-term taxable and municipal bonds. The firm employs a bottom-up stock picking approach, utilizing both quantitative and fundamental analysis to construct its portfolios, and benchmarks its equity performance against major indices. Founded in 1999 and headquartered in San Marino, California, with additional offices in Pacifica and Houston, Pillar Pacific operates as a subsidiary of Wealth Enhancement Group, LLC as of June 2021.

North American Management Corp. is an employee-owned investment manager based in Boston, Massachusetts, with an additional office in St. Louis, Missouri. Founded in 1928, the firm specializes in providing tailored investment management and advisory services to a diverse clientele, including individuals, high net worth individuals, families, charitable organizations, corporations, and single-family offices. North American Management focuses on planning-oriented wealth management, offering a wide range of services such as tax and estate planning, trust services, and the management of equity and fixed income portfolios. The firm invests in global public equity and fixed income markets, employing a combination of fundamental analysis, top-down sector selection, and bottom-up stock picking to construct its portfolios. By leveraging external research, North American Management aims to protect and grow its clients' wealth, helping them achieve their financial objectives through customized investment strategies.

Reby Advisors offers a comprehensive range of investment management and advisory services aimed at helping clients develop effective financial strategies. The firm specializes in financial, retirement, tax, education, and legacy planning, catering primarily to small business owners, pre-retirees, and retirees. By focusing on tailored investment strategies, Reby Advisors guides clients through their financial journeys, ensuring they are well-prepared for the future.

Financial Wealth Management is a registered investment advisory firm dedicated to enhancing the long-term financial success of its clients. The firm provides a range of comprehensive wealth management services, focusing on retirement and financial planning tailored for individuals and small businesses. By prioritizing the unique financial goals of each client, Financial Wealth Management aims to deliver personalized strategies that promote financial stability and growth.

SVA Financial Group offers wealth management, trust and tax planning services to high-net-worth individuals and families, along with investment and 401(k) plan services to small businesses.

10-15 Associates is an independent registered investment adviser located in Goshen, New York. The firm specializes in providing a range of investment advisory services tailored for both individuals and employers. Their offerings include retirement planning, employee benefits planning, tax strategy consultation, customized portfolio management, and comprehensive wealth planning services. By focusing on personalized solutions, 10-15 Associates aims to support clients in achieving their financial goals and navigating the complexities of investment management.

CJM Wealth Management LLC, based in Deer Park, New York, specializes in wealth management and investment advisory services for individuals and families, with a particular focus on planning-centric strategies. Founded in 2003, the firm has developed a strong reputation for working with physicians and is actively expanding its presence in the Tri-State region by adding growth-oriented advisors. CJM Wealth Management offers a comprehensive range of services including investment management, tax strategies, asset protection, risk mitigation, retirement income planning, and portfolio monitoring. In 2020, CJM Wealth Management was acquired by Wealth Enhancement Group, further enhancing its ability to serve clients.

Wealth Enhancement Group is a financial services firm that specializes in providing customized financial planning and investment management solutions. The company aims to simplify the financial lives of its clients, particularly large institutional and high-net-worth investors, by offering a comprehensive range of services that includes investment management, tax strategies, insurance, and estate planning. By merging superior investment management with behavioral finance principles, Wealth Enhancement Group helps clients make informed decisions while alleviating the stress associated with managing multiple financial relationships. The firm's focus on personalized service allows clients to navigate complex financial landscapes with greater confidence and clarity.

BPU Investment Management is a financial advisory and investment firm that specializes in a range of wealth management services. The firm offers comprehensive wealth management and asset management, alongside personal financial education, retirement plan consulting, and institutional brokerage services. BPU Investment Management emphasizes building strong relationships with clients through effective communication and trust, aiming to provide tailored financial solutions that meet individual and institutional needs.

RCL Advisors is a registered investment advisory firm based in New York, dedicated to providing independent wealth management and investment advisory services. The firm emphasizes its role as a passionate advocate for clients, offering a range of services that include risk management, retirement planning, income tax planning, compensation planning, and investment strategy. Through its comprehensive approach, RCL Advisors aims to address the diverse financial needs of its clients, ensuring they receive personalized guidance tailored to their unique circumstances.

AEPG Wealth Strategies is a registered investment advisor. AEPG® is a nationally recognized leader in wealth management. AEPG® Wealth Strategies offers comprehensive solutions that can help you balance your personal, business, and financial needs. For more than 35 years, we have provided customized, independent wealth management and financial planning services to individuals, families, physicians, and business owners.

Planning Solutions Group is a financial planning firm that focuses on innovative strategies for wealth creation and preservation. As a subsidiary of Wealth Enhancement Group, LLC, it combines the expertise of two partners with over 50 years of industry experience with a team of associate planners and dedicated support staff. This includes an attorney who specializes in advanced estate and tax planning and a Chartered Financial Analyst (CFA) who develops creative investment strategies. The firm offers a comprehensive range of services, including retirement and investment planning, business succession planning, wealth administration, risk management, and estate planning, ensuring clients receive tailored solutions to meet their financial needs.

Wiley Group offers independent financial planning services to around 450 households, emphasizing personalized financial advice. The company focuses on structuring and balancing clients' financial portfolios according to individual risk and return preferences. By prioritizing low volatility, Wiley Group aims to generate consistent returns that help clients achieve their specific financial objectives and retirement plans.

Summit Planning Group offers independent financial guidance to approximately 980 families through a fee-based model. The firm focuses on providing personalized financial advisory services, which include life goal planning and a thorough face-to-face review process. This approach allows the firm to develop and monitor clients' financial goals while comparing them to actual results. By emphasizing technical competency and a commitment to understanding each client's unique financial aspirations, Summit Planning Group enables clients to make informed and prudent financial decisions.

GDM Advisory Group, Ltd., established in 1993 and based in Fort Washington, Pennsylvania, offers independent financial planning services to approximately 250 individuals and families through a fee-based model. The firm focuses on providing objective and unbiased financial guidance by first creating a comprehensive financial profile for each client, which includes an assessment of savings capacity, existing investment wealth, and investment temperament. GDM conducts regular risk tolerance evaluations to ensure that client portfolios are aligned with their unique needs and goals. The firm specializes in investment management, financial and retirement planning, risk management, and estate planning, helping clients of all ages implement customized investment strategies that effectively balance fixed income and equity exposure.

OneSource Retirement Advisors, an independent financial advisory practice.

Retirement Strategies is an independent financial advisory practice that specializes in providing holistic financial planning and investment management services. The firm focuses on serving individuals who are nearing retirement, helping them to align their financial strategies with their personal goals and aspirations. Through a commitment to education and community service, Retirement Strategies aims to empower clients with the knowledge and resources necessary for effective retirement planning. The firm’s approach emphasizes personalized guidance, ensuring that each client receives tailored advice to support their unique financial journeys.

Cimino Wealth Advisors, an independent financial advisory practice.

CPA Retirement Planning is an independent financial advisory practice. CPA Retirement Planning provides holistic, tax-savvy financial planning and investment management services to retail and business clients.

CLA Financial Advisors is a wealth management firm dedicated to delivering exceptional client service through comprehensive financial planning. The firm specializes in a range of services aimed at high net-worth individuals and families, including financial planning, wealth accumulation, transfer strategies, and investment and risk management. By focusing on personalized solutions, CLA Financial Advisors seeks to help clients achieve their financial goals and navigate the complexities of wealth management.

Sound Financial Solutions, LP is a financial advisory firm based in Houston, Texas, dedicated to assisting clients in achieving financial stability and independence. The firm provides a comprehensive range of services, including investment assistance with various financial instruments such as bonds, stocks, and government securities. Additionally, Sound Financial Solutions offers extensive financial planning services covering retirement, tax strategies, and college funding, as well as management of individual retirement accounts and 401(k) plans. The company also addresses insurance needs through offerings in life, long-term care, and health insurance. By focusing on personalized service, Sound Financial Solutions has established a reputation for excellence in the financial services industry, aiming to guide clients toward secure financial futures.

HHG & Company is a Registered Investment Advisor (RIA) that provides financial planning, investment management and tax preparation services to high-net-worth individuals and families. Since its founding in 1986, the firm has grown to manage over $1 billionin assets for clients nationwide. Based in Darien, CT.