Wealth Enhancement Group Adds Gavin Financial Group (Midland, MI)

Wealth Enhancement Group Acquires Wealth Management Group, LLC (Rochester, NY)

November 16, 2023

Wealth Management

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm, has acquired Wealth Management Group, LLC, a hybrid RIA in Rochester, New York, bringing approximately $117 million in client assets. The acquisition adds another western New York office to Wealth Enhancement Group’s network and is intended to expand local presence and provide Wealth Management Group’s clients access to broader resources and services.

Wealth Enhancement Acquires VanceGray Wealth Management

December 31, 2024

Financial Services

Wealth Enhancement has acquired VanceGray Wealth Management, an independent RIA that oversees over $409 million in client assets and maintains locations in Bangor and Ellsworth, Maine. The acquisition closed on December 31, 2024, establishes Wealth Enhancement's first location in Maine and increases the firm's total client assets to more than $102.1 billion. The VanceGray team of four advisors and six support staff will join Wealth Enhancement.

Wealth Enhancement Group Acquires Ginsburg Financial Advisors, Inc.

December 1, 2022

Financial Services

Wealth Enhancement Group has acquired Ginsburg Financial Advisors, an independent RIA based in Oakland, California that oversees more than $237 million in client assets. The acquisition expands Wealth Enhancement Group's presence in Northern California and brings the Ginsburg team into its centralized service model.

Wealth Enhancement Group Adds The Financial Advisory Group (Houston RIA)

June 9, 2024

Financial Services

Wealth Enhancement Group has added The Financial Advisory Group, LLC, a Houston-based independent RIA led by Richard J. Alphonso, bringing a team of seven advisors and 14 support staff managing over $1.22 billion in client assets. The move expands Wealth Enhancement Group's presence in Texas (its third location in the state) and broadens its tax planning, family office and niche advisory capabilities.

Wealth Enhancement Group Acquires Serafini Financial Group

August 5, 2021

Financial Services

Wealth Enhancement Group, a Greater Minneapolis-based independent wealth management firm, has acquired Serafini Financial Group, a hybrid RIA based in Hagerstown, Maryland with 12 employees, four financial advisors and $853 million in client assets. The deal expands Wealth Enhancement Group's presence in the Mid-Atlantic and increases its total client assets to over $39 billion.

Wealth Enhancement Acquires Manwaring Wealth Management

July 31, 2025

Wealth Management

Wealth Enhancement, a national independent wealth management firm, has acquired Manwaring Wealth Management, an independent RIA based in Gilbert, Arizona. The deal adds a four-person team overseeing approximately $164 million in client assets and expands Wealth Enhancement’s presence in the greater Phoenix market.