Wealth Enhancement Group Acquires Heacock & Jones Financial Services, Inc.
May 3, 2023
Wealth Enhancement Group, a national independent wealth management firm based in Minneapolis, has acquired Heacock & Jones Financial Services, Inc., an independent RIA in Dubuque, Iowa that manages roughly $355 million in client assets. The deal expands Wealth Enhancement Group's presence in Iowa and increases its total client assets to more than $66.8 billion.
- Buyers
- Wealth Enhancement Group
- Targets
- Heacock & Jones Financial Services, Inc.
- Industry
- Wealth Management
- Location
- Iowa, United States
- Transaction Type
- Buyout
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