Wealth Enhancement Group Acquires Piermont Wealth Management Inc.

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 Group Acquires Asset Management Resources, LLC

December 19, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Asset Management Resources, LLC, an independent RIA led by J. Christopher Boyd based in Hyannis, Massachusetts. The acquired team brings approximately $236 million in assets under management and will expand Wealth Enhancement Group's presence in Massachusetts to four offices.

Wealth Enhancement Group Acquires Peak Financial Services, Inc.

July 9, 2024

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Peak Financial Services, Inc., a hybrid RIA based in Northborough, Massachusetts that oversees more than $123 million in client assets. The deal expands Wealth Enhancement Group's presence in Massachusetts and the Northeast and brings Peak Financial's founder Kevin O'Brien and his team onto Wealth Enhancement's platform.

Wealth Enhancement Group Acquires Levy Wealth Management Group, LLC

September 5, 2024

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Levy Wealth Management Group, LLC, a Philadelphia-based hybrid RIA that oversees more than $1.3 billion in client assets. The Levy team will operate as the Levy‑Clatterbuck‑Robostello Team at Wealth Enhancement Group, expanding WEG's presence in Pennsylvania and increasing its total client assets to over $90.5 billion.

Wealth Enhancement Group Acquires Dempsey Investment Management

September 11, 2025

Wealth Management

Wealth Enhancement Group has acquired Dempsey Investment Management, a South Burlington, Vermont registered investment adviser overseeing over $150 million in client assets. The acquisition expands Wealth Enhancement’s presence in the Northeast and brings Donald F. Dempsey Jr. and his client relationships into Wealth Enhancement’s national wealth management platform.

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.