Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement Group, is pleased to announce it has been named to the Forbes list of America’s Top RIA Firms.1 This list, developed by SHOOK Research in partnership with Forbes, spotlights 250 top advisory firms with decades of experience seeing clients through times of market turmoil.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “We are extremely honored by this recognition and grateful to our clients, advisors, employees, and strategic partners who played a pivotal role in making this achievement possible. We remain committed to our clients and continued success within the industry.”
This year marks the second annual Forbes / SHOOK Top RIA list, and Wealth Enhancement Advisory Services has been included on the list each year.
About the Research Process
The rankings are based on an algorithm of quantitative data, as well as qualitative data gathered through due diligence interviews with priorities given to preferred “best practices,” business models, and recent business activity. To learn more about the methodology, click here. There are no fees required of RIAs that apply for the Forbes list of America’s Top RIA Firms. The award is not indicative of an investment adviser’s future performance and may not be representative of any one client’s experience.
About Forbes
Forbes champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business, and making a significant impact on the world. The Forbes brand today reaches more than 150 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs, and 47 licensed local editions in 80 countries. To learn more, visit www.forbes.com.
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 90 offices - and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt
Integrated Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
*Awarded October 10th, 2023 & 2022, for the period of 3/31/22 - 3/31/23 and 3/31/21 - 3/31/22.