Mark Scribner, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by NBC 10 in “Micro Retirement: A Rising Trend Among Young Workers.” “There's been just a huge, huge shift after the pandemic where a lot of people who kind of got in love with this #remote working experience and they kind of thought that was forever - they kind of got exposed to a different lifestyle, a lot of freedom and then some employees have changed their perspective and forced their employees back to the #workforce.” Access the full segment here: https://lnkd.in/gz9hYb8t
About us
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
- Website
-
http://www.wealthenhancement.com
External link for Wealth Enhancement
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Plymouth, Minnesota
- Type
- Privately Held
- Specialties
- Financial Planning, Investment Management, Tax Strategies, Risk Management, Insurance, Estate Planning, Group Retirement Plan Consulting, and Retirement Income Planning
Locations
Employees at Wealth Enhancement
-
Brian Lomax, CFA, CAIA
Senior Portfolio Manager at Wealth Enhancement Group
-
Rick Raybin, CFP®
VP Financial Advisor @ Wealth Enhancement Group | CERTIFIED FINANCIAL PLANNER™ Professional
-
John Hunt
-
Charles Warnock
Content Marketer | 2X Author | Wealth Enhancement | Sustainable Growth
Updates
-
Jeff Perry, Financial Advisor at Wealth Enhancement had an article published by TheStreet titled “Roth IRA Conversions: A Strategic Move for Your Retirement Savings.” Discover if a Roth IRA conversion is right for you. We analyze the factors to consider, including your current #tax bracket, future tax rate projections, and the benefits of tax-free withdrawals in #retirement. For more information, read the full article here: https://lnkd.in/gGgjMKUK
Roth IRA Conversions: A Strategic Move for Your Retirement Savings
thestreet.com
-
Kevin Bowyer, CFA®, CFP®, and Brice Oldham, CFA®, CFP®, Vice Presidents and Financial Advisors at Wealth Enhancement attended the 25th annual CFA Society NC dinner on January 15th! These dinners have become an annual tradition, bringing together members and the investment community from across the state. The event was held at The Westin and the keynote speaker was Gina Martin Adams of Bloomberg Intelligence.
-
-
Paul Brahim, CFP®, CEPA®, Managing Director, Financial Advisor, Strategic Referral Programs at Wealth Enhancement was interviewed by ThinkAdvisor in “FPA’s New Board Chair Knows How to Play the Long Game.” “With FPA's long-term strategic plan launch last year, FPA volunteer leaders and professional staff will focus on initiatives that grow the association’s membership and attract new talent.” For more highlights from Paul's conversation with John Manganaro, access the full article here: https://lnkd.in/gGmc-euc
FPA’s New Board Chair Knows How to Play the Long Game
thinkadvisor.com
-
James Cahn, Chair of the Investment Committee and Chief Investment Officer at Wealth Enhancement was featured by Financial Planning in “Wealth Management M&A Hits High in 2024, 2025 Growth Expected.” "We see a lot of new entrants trying to gain scale and bidding for deals, but it will be hard to catch up to the current industry leaders as they have an advantage," Cahn said. "Sellers are better off working with an experienced buyer." Access the full article authored by Frank Gargano here: https://lnkd.in/g_gfZWTA
Wealth management M&A hits high in 2024, 2025 growth expected
financial-planning.com
-
Wealth Enhancement is seeking a Regional Vice President, New Client Development in Michigan. We offer a collaborative and ambitious environment where your skills and dedication can truly shine. Check out our latest #job openings and take the next step toward advancing your #career. Learn more about this position: https://lnkd.in/g4ZP9hz8 #hiring #financialservices #jobsearch #jobopening #jobhunt #clientservices
-
-
Small businesses aren’t as small as you may think. According to the U.S. Chamber of Commerce, small businesses drive 44% of the country’s GDP, and employ more than 60 million Americans. Even so, small business owners often forego financial planning—sometimes until it’s too late. Read "The Benefits of Financial Planning for Small Business Owners", where we explore the fundamentals of #financial planning for #smallbusiness owners, and how you can implement these strategies for yourself. Access the full article authored by Steven Rife, CFA, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement here: https://lnkd.in/gAHRE5nk
The Benefits of Financial Planning for Small Business Owners
wealthenhancement.com
-
Laura Mattia, Ph.D., MBA, CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by MarketWatch in “How Much of Your Net Worth Should Be Tied Up in Your House, As Wildfires and Other Disasters Make Owning a Home Riskier?” “Real-estate prices can be volatile and can fluctuate due to economic conditions, interest rates, and many other factors. It is better to be more diversified and resilient to market volatility.” Access the full article written by Venessa Wong here: https://lnkd.in/gjcHYMuK
How much net worth should be in a house as wildfires make owning a home riskier?
marketwatch.com
-
Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement was featured by Yahoo Finance in “Create A Stock Investing Strategy in 3 Steps.” Ayako notes that #Nvidia stock (NVDA) has gone through multiple periods when it’s down more than 50%. The #stock, therefore, provides a useful thought experiment for investors. Access the full article written by Catherine Brock here: https://lnkd.in/gEzmtUZz
Create a stock investing strategy in 3 steps
finance.yahoo.com
-
Brian Long, CPA, Senior Tax Advisor at Wealth Enhancement was featured by CNBC in “Tax Bracket Changes Could Mean Your Paycheck is Slightly Bigger in 2025—Here’s What to Know.” “If you’re starting 2025 with #wages similar to your 2024 wages, your take-home #pay — or compensation after #taxes and benefit deductions — could be a little higher, depending on your withholdings.” Access the full article written by Kate Dore, CFP®, EA here: https://lnkd.in/eikT66mY
Tax bracket changes could mean your paycheck is slightly bigger in 2025 — here's what to know
cnbc.com