Wealth Enhancement Group

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. It offers a range of services, including wealth management, retirement plan management, and foundation and endowment management, catering to individuals, high net worth clients, and charitable organizations. The firm manages separate equity, fixed income, and balanced portfolios, primarily investing in U.S. public markets. Northwest Investment Counselors employs fundamental analysis to make investment decisions and operates as a fiduciary, acting in the best interest of its clients.

New Era Financial Advisors is a financial advisory firm dedicated to assisting individuals, families, and small businesses in achieving their financial goals. The company offers a diverse array of services, including investment management, estate planning, retirement planning, education planning, and business planning. With a focus on comprehensive financial planning, New Era Financial Advisors aims to provide tailored solutions that help clients protect and grow their wealth throughout various stages of life. Additionally, they offer tax planning and preparation services, further enhancing their commitment to ensuring financial security for their clients.

Legacy Financial Planning is a hybrid Registered Investment Advisor (RIA) firm that offers comprehensive financial planning services. They operate as a consultancy, focusing on developing personalized wealth management strategies for their clients. Their expertise lies in portfolio management, fixed-income strategies, funding and insurance planning, and banking and lending services. The company aims to simplify clients' financial lives by providing tailored solutions to help protect and grow their wealth.

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 caters to private individuals, families, trusts, and companies throughout the United States. The firm specializes in a comprehensive suite of services, including investment management, personalized financial planning, retirement and estate planning, and tax minimization strategies. Additionally, Napa Valley Wealth Management provides business solutions and analysis for purchases and sales, along with philanthropic counseling. By focusing on optimizing investments, the firm aims to assist clients in effectively planning, building, and preserving their wealth.

Serafini Financial Group, established in 1990, is dedicated to building enduring client relationships through its wealth management services across Maryland, Virginia, Pennsylvania, and other regions. The company offers a comprehensive range of services including retirement, estate, insurance, tax, and business planning, designed to help clients achieve their financial goals effectively.

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

MACRO Consulting Group is an independent wealth management firm dedicated to providing comprehensive financial advisory services. The company specializes in financial planning, investment management, estate planning, and insurance solutions, tailored to meet the unique circumstances of each client. Serving a diverse clientele that includes affluent individuals, professionals, business owners, and retirees, MACRO Consulting Group focuses on risk management and efficient implementation of strategies to help clients build a secure financial future and achieve their financial objectives.

Pillar Pacific Capital Management, LLC is an employee-owned investment manager based in San Marino, California, with additional offices in Pacifica and Houston. Established in 1999, the firm specializes in providing investment management and comprehensive wealth management services to a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, corporations, and trusts. Its offerings encompass retirement planning, estate planning, tax strategies, risk management, and asset protection. Pillar Pacific manages client-focused equity, fixed income, and balanced portfolios, investing primarily in U.S. public markets. The firm employs a combination of quantitative and fundamental analysis, utilizing a bottom-up stock picking approach to identify growth stocks across various market capitalizations and taxable and municipal bonds with intermediate-term maturities. Pillar Pacific aims to help clients optimize their investment strategies while managing risks and enhancing returns. As of June 2021, Pillar Pacific operates as a subsidiary of Wealth Enhancement Group, LLC.

Financial Wealth Management is a registered investment advisory firm dedicated to enhancing the long-term financial success of its clients. The company provides a wide range of wealth management services tailored to meet the unique needs of individuals and small businesses. Its offerings include retirement planning and financial planning, aimed at helping clients achieve their financial goals and secure their financial futures. By focusing on personalized service and strategic guidance, Financial Wealth Management seeks to empower clients in making informed financial decisions.

10-15 Associates is an independent registered investment adviser based in Goshen, New York. The company specializes in providing a range of investment advisory services tailored to both individuals and employers. These services include retirement planning, employee benefits plan management, tax strategy consultation, customized portfolio management, and comprehensive wealth planning.

BPU Investment Management is a financial advisory and investment firm that specializes in providing comprehensive wealth management services. The company offers a diverse range of solutions, including asset management, financial planning, retirement plan consulting, and institutional brokerage services. BPU emphasizes building strong client relationships through effective communication and education, aiming to foster trust and collaboration in managing clients' financial needs.

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, the firm boasts a team of two partners with over 50 years of combined industry experience, supported by associate planners and dedicated staff. This includes an attorney who specializes in advanced estate and tax planning, as well as a Chartered Financial Analyst (CFA) who develops creative investment strategies. Planning Solutions Group offers a comprehensive range of services, including retirement and investment planning, business succession planning, wealth administration, risk management, and estate planning, aimed at helping clients navigate their financial futures effectively.

Wiley Group is a financial planning services provider that offers independent, fee-based advice to approximately 450 households. The company specializes in developing tailored financial strategies that align with each client's unique risk and return profile. By focusing on structuring and balancing financial portfolios, Wiley Group aims to minimize volatility while ensuring consistent returns. This approach enables clients to achieve their specific financial goals and retirement plans effectively. The firm emphasizes robust financial planning to support its clients in navigating their financial journeys.

Summit Planning Group is an independent financial advisory firm that offers personalized financial guidance to approximately 980 families. The company operates on a fee-based model, emphasizing a thorough and client-centered approach. Summit Planning Group specializes in life goal planning, providing services that include comprehensive face-to-face reviews, goal development, and ongoing monitoring of financial objectives. This structured process allows clients to evaluate their financial goals against actual results, empowering them to make informed and prudent decisions regarding their financial futures. The firm's commitment to technical competence and a deep understanding of each client's unique aspirations underscores its dedication to effective financial planning.

GDM Advisory Group, Ltd., founded in 1993 and based in Fort Washington, Pennsylvania, provides independent financial guidance to approximately 250 individuals and families through a fee-based model. The firm specializes in offering objective and creative financial planning services, including investment management, retirement planning, risk management, and estate planning. GDM takes a comprehensive approach to financial advising by developing a detailed financial profile for each client, which encompasses savings capacity, existing investment wealth, and investment temperament. Regular assessments of clients' risk tolerance allow the firm to make informed adjustments to their portfolios, ensuring alignment with each client's unique financial goals and needs.

OneSource Retirement Advisors, an independent financial advisory practice.

Retirement Strategies is an independent financial advisory practice dedicated to providing comprehensive financial planning and investment management services. The firm focuses on assisting clients who are nearing retirement, helping them to achieve their financial goals and aspirations. Committed to community education and service, Retirement Strategies emphasizes a personalized approach to financial advising, ensuring that clients receive tailored solutions that align with their individual needs. Through a combination of expertise and client-centered strategies, the firm aims to empower individuals as they navigate the complexities of retirement planning.

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.

Sound Financial Solutions, LP, based in Houston, Texas, is a financial advisory firm dedicated to assisting clients with various aspects of their financial lives. The company provides personalized services including investment assistance in bonds, stocks, government securities, and annuities, as well as educational IRAs. Sound Financial Solutions also offers comprehensive financial planning services such as retirement and tax plans, 401k and 403b planning, college and estate plans, and money management. Additionally, the firm provides disability income, life, long-term care, individual health, and group health insurance. Founded with a commitment to excellence, Sound Financial Solutions aims to create financial stability and security for its clients, ultimately helping them achieve financial independence.