Wealth Enhancement Group

Investor Solutions is a fee-only registered investment advisor servicing individuals, families, trusts and corporate pension plans.

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.

The company makes it possible for both individual and institutional investors to meet financial goals. All clients of Oakwood receive institutional quality investment management and the highest level of personal service. With over 260 years of combined professional experience, an average of 17 years, they have the expertise necessary to actively manage both equity and fixed income portfolios to meet your specific investment objectives.

Lighthouse Wealth Management is an independent hybrid registered investment adviser. The practice specialises in financial planning, wealth management and tax services for clients at or near retirement or those experiencing another life-changing event. With the addition of its client footprint of about 400 families in Maryland and the surrounding states, Lighthouse will help bolster Wealth Enhancement Group’s presence in the densely populated Mid-Atlantic region.

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.

Pillar Pacific Capital Management, LLC is an employee owned investment manager. The firm also provides wealth management services, such as retirement planning, estate planning, multi-generational planning, charitable, philanthropic strategies, tax strategies, risk management, and asset protection to its clients. It provides its services to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, families, trusts, estates, foundations, endowments, pension funds, and insurance companies. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity and fixed income markets of the United States. The firm invests in growth stocks of small cap companies with market capitalization less than $2 billion, mid cap companies with market capitalization between $2 billion and $10 billion, and large cap companies with market capitalization greater than $10 billion to make its equity investments. For the fixed income portion, it invests in taxable and municipal bonds having intermediate term maturities. The firm employs a combination of quantitative and fundamental analysis with a bottom-up stock picking approach to create its portfolios. It benchmarks the performance of its equity portfolios against the Russell and S&P Indices. Pillar Pacific Capital Management, LLC was founded in 1999 and is based in San Marino, California with an additional office in Pacifica, California and Houston, Texas. As of June 1, 2021, Pillar Pacific Capital Management, LLC operates as a subsidiary of Wealth Enhancement Group, LLC.

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 planning-oriented wealth management services to a diverse clientele, including individuals, high-net-worth individuals, families, foundations, endowments, and businesses. North American Management offers a range of investment options, managing separate equity and fixed income portfolios, as well as launching mutual funds. The firm employs a fundamental analysis approach, focusing on top-down sector selection and bottom-up stock picking, while utilizing external research to guide its investment decisions. Additionally, it provides tax and estate planning, trust services, and tailored strategies to help clients achieve their financial goals.

Reby Advisors provides investment management, as well as financial, retirement, tax, education, and legacy planning services.

Financial Wealth Management offers comprehensive wealth management services, including retirement and financial planning for individuals and small businesses.

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, founded in 2003 and based in Deer Park, New York, specializes in planning-centric wealth management and investment advice for individuals and families. The firm also offers 401(k) plan management services and has a strong focus on serving physicians, leveraging a long history of experience in this sector. Following its acquisition by Wealth Enhancement Group in 2020, CJM Wealth Management aims to expand its reach in the Tri-State region by adding growth-oriented advisors to enhance its service offerings.

The first Behavioral Wealth Management firm in the U.S. JOYN merges superior investment management, wealth management, and behavioral finance/economics to help clients make better decisions about their own lives and those of the people they care about.

BPU Investment Management is an financial advisory and investment firm. At BPU we work side by side with you, establishing a bond built on communication, education and trust. Our offerings cover a wide range of wealth management services including asset management and comprehensive financial planning, retirement plan consulting and institutional brokerage services.

Rcl Advisors is a registered investment advisory firm with the goal of serving as a truly independent, passionate advocate for clients.

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 provides fee-based independent financial advice to approximately 450 households, with a focus on robust financial planning.

Summit Planning Group offers independent financial advisory services to approximately 980 families, focusing on a fee-based model. The firm emphasizes technical proficiency and a commitment to understanding each client's financial objectives. Its services include life goal planning and a comprehensive review process that involves developing, monitoring, and comparing clients' goals against actual results. This approach helps clients make informed and prudent financial decisions, ensuring their aspirations are met with personalized guidance.

GDM Advisory Group, Ltd., established in 1993 and based in Fort Washington, Pennsylvania, specializes in providing independent financial guidance to approximately 250 individuals and families through a fee-based model. The firm focuses on creating a comprehensive financial profile for each client, assessing factors such as savings capacity, existing investment wealth, and investment temperament. GDM offers a range of services including investment management, financial and retirement planning, risk management, and estate planning. By conducting regular risk tolerance assessments, the firm ensures that clients' portfolios are adjusted according to their evolving needs, adhering to a customized service approach that emphasizes objective and unbiased financial strategies.

OneSource Retirement Advisors, an independent financial advisory practice.

Retirement Strategies is an independent financial advisory practice that specializes in holistic financial planning and investment management services tailored for individuals approaching retirement. The firm is dedicated to educating and supporting its community through personalized guidance and a commitment to understanding clients' unique goals and dreams. By focusing on comprehensive strategies, Retirement Strategies aims to empower clients to achieve financial security and peace of mind as they transition into retirement.

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 provides exceptional client service in comprehensive financial planning.

Sound Financial Solutions, LP is a financial advisory firm based in Houston, Texas, specializing in comprehensive financial planning and wealth management services. The company assists clients with a wide range of investment options, including bonds, common stock, and various retirement accounts such as traditional, Roth, and SEP IRAs. Additionally, Sound Financial Solutions offers financial planning services that encompass retirement and tax planning, as well as college and estate planning. The firm also provides money management solutions and various types of insurance, including life, health, and long-term care. Sound Financial Solutions has built a reputation for providing personalized service, aiming to help clients achieve financial stability and independence.

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.