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.

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.

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.

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.

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.

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.

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.

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.

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.

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.