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.

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.

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.

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.

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 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 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.

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.

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.

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.

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.