Wealth Enhancement Group Acquires Foundational Wealth Advisory (Macon, GA)

Wealth Enhancement Group Acquires FinTrust Capital Advisors

October 2, 2024

Financial Services

Wealth Enhancement Group has acquired FinTrust Capital Advisors, LLC, a hybrid RIA headquartered in Greenville, South Carolina that oversees approximately $2.39 billion in client assets. The 14-advisor team (plus 13 support staff) will join Wealth Enhancement Group as part of its continued Southeast expansion; Park Sutton Advisors served as exclusive financial advisor to FinTrust.

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 JOYN Advisors

February 21, 2020

Wealth Management

Wealth Enhancement Group, a Greater Minneapolis-based independent wealth management firm overseeing about $17 billion in client assets, announced the acquisition of JOYN Advisors, Inc., an Atlanta-based registered investment adviser with roughly $1.3 billion in client assets and 35 employees. The deal (financial terms undisclosed) marks Wealth Enhancement Group's first office in the Atlanta area and is expected to close by April 1, 2020.

Wealth Enhancement Acquires the Capstone Team from Capstone Wealth Advisors, LLC

February 6, 2025

Wealth Management

Wealth Enhancement, a national independent wealth management firm, has welcomed the Capstone Team from Capstone Wealth Advisors, LLC — a team of six advisors and five support staff overseeing approximately $618 million in client assets. The move expands Wealth Enhancement’s presence in the Pacific Northwest and increases its total client assets to more than $102.7 billion.

Wealth Enhancement Group Acquires Retirement Advisory Group

November 8, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, announced the acquisition of Retirement Advisory Group, a hybrid RIA based in Eden Prairie, Minnesota, bringing roughly $150 million in client assets and a five-person team into Wealth Enhancement's platform. The deal expands Wealth Enhancement Group's Twin Cities presence and increases its assets under management.

Wealth Enhancement Group Acquires Atlas Fiduciary Financial

June 18, 2024

Financial Services

Wealth Enhancement Group has acquired Atlas Fiduciary Financial, an independent RIA that manages roughly $219 million in client assets across two offices in Sarasota, Florida and Oakland, New Jersey. The acquisition expands Wealth Enhancement Group's presence in Florida and New Jersey and increases the firm's total client assets to approximately $85 billion.