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US wealth management firm offering financial planning, investment management and estate planning to affluent individuals and businesses.
Founded in 1997 and based in Plymouth, US, Wealth Enhancement Group serves affluent individuals, families, business owners and corporate clients with retirement income planning, investment management, tax strategies, insurance and estate planning. Clients are paired with dedicated financial advisors supported by a national network of specialists. Fees are typically a percentage of assets under management and may decrease as asset levels rise. In June 2023 Stone Point Capital invested in the company, which is led by CEO Jeff Dekko.
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