The addition of Pinnacle Non-public Wealth delivers Wealth Enhancement Group’s full shopper property to much more than $56 billion.
MINNEAPOLIS, Sept. 8, 2022 /PRNewswire/ — Wealth Enhancement Team, a countrywide unbiased prosperity administration business with more than $56 billion in overall customer belongings, now declared that it is increasing by bringing in Pinnacle Personal Prosperity, a hybrid RIA dependent in Burlington, MA. Pinnacle Non-public Wealth’s team of 8 advisors and two assistance team associates oversee more than $663 million in customer assets and is led by Myles Dudley and Daniel Cotton, who each and every have about 20 a long time of sector knowledge.
“Myles and Daniel have crafted and grown an impressive business, and just as importantly, they have stayed genuine to their shopper-centered beliefs,” stated Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group. “Their ‘Invest with Purpose’ mantra is an great healthy with our culture at Prosperity Improvement Group, and we appear forward to operating closely together for many years to occur.”
Founded in 2009, Pinnacle Personal Prosperity serves both pre-retired and retired emerging superior-net-value men and women and organization proprietors through thorough fiscal arranging, comprehensive with danger administration investigation and integration with tax and estate scheduling.
“Pinnacle’s holistic solution aligns beautifully with our Roundtable™ design, in which every single a single of our advisors can tap into an expansive network of specialists to simplify our clients’ economic life,” mentioned Jim Cahn, Chief Investments and Organization Improvement Officer at Wealth Enhancement Team.
By means of both equally regular natural and organic and repeated inorganic progress, Prosperity Improvement Team is expanding its footprint and combining the strength of a national community with deep area roots throughout the state.
“We are on the lookout ahead to leveraging the wide methods at Prosperity Improvement Group to provide our shoppers domestically and nationally even far better,” stated Myles Dudley, Co-Founder and Running Spouse at Pinnacle Non-public Prosperity.
About Prosperity Enhancement Team
Wealth Improvement Group is an independent wealth administration business giving extensive and personalized economic scheduling and expense administration products and services. Now serving extra than 45,500 households, the business has in excess of 75 offices nationwide and is expanding quickly by natural and organic expansion and acquisition. Founded in 1997, Prosperity Improvement Team specializes in providing retail customers with the staff-based awareness and resources they need to have to simplify their financial lifetime. For extra information and facts, be sure to take a look at www.wealthenhancement.com.
Advisory expert services offered by means of Prosperity Improvement Advisory Services, LLC (WEAS), a registered financial investment advisor. Specific, but not all, investment advisor reps (IARs) of WEAS are also registered representatives of and give securities by way of LPL Money, Member FINRA/SIPC. Prosperity Enhancement Group and Prosperity Enhancement Advisory Providers are individual entities from LPL Economical. Wealth Improvement Team is a registered trademark of Wealth Improvement Group, LLC.
Wealth Improvement Team and its Registered Financial investment Advisor, Wealth Enhancement Advisory Companies, had $55.7 billion in client assets, like $4 billion of brokerage assets, as of June 30, 2022. Pinnacle Personal Prosperity had above $663 million in shopper and advisory belongings, such as $64 million in brokerage property, as of 6/22/2022. With the addition of previously declared acquisitions and the acquisition of Pinnacle Non-public Wealth, Prosperity Improvement Group has over $56 billion in shopper, advisory, have confidence in and brokerage assets as of July 30, 2022.
Prosek Associates, on behalf of Wealth Enhancement Group
Resource Prosperity Enhancement Group