Wealth Enhancement Group Acquires Dempsey Investment Management
September 11, 2025
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.
- Buyers
- Wealth Enhancement Group
- Targets
- Dempsey Investment Management
- Sellers
- Donald F. Dempsey Jr.
- Industry
- Wealth Management
- Location
- Vermont, United States
- Transaction Type
- Buyout
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