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Meet With Us

BTR Team

1999 Harrison Street, Suite 1530

Oakland,

CA

94612

btr-info@wealthenhancement.com

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Meet with us

About the BTR Team

The BTR (“Balanced Total Return”) Team applies a time-tested, fundamentally driven, bottoms-up approach to Advisor team-managed client investment portfolios. Our guiding principle is to align our clients’ portfolios with their financial objectives. We present our financial advisory services with a focused client-advisor perspective and a dedicated back-up advisor to support ongoing client relationships. We also believe our experience with estate planners, attorneys, and tax advisors helps deliver compassionate yet outcome-focused results for the next generation. Moreover, we aim to be readily available to clarify financial questions for all our clients. The BTR team believes that our professionalism, integrity, and experience fuel our “go the extra mile” vision of financial advising. 

Advisory Team

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John Stratton

CPA, CFA®, CFP®

Senior Vice President, Financial Advisor

Oakland, CA

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Anna Formicola

Senior Vice President, Financial Advisor

Oakland, CA

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Jay Butler

CFA®, CFP®

Senior Vice President, Financial Advisor

Oakland, CA

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Bob Welch

Senior Vice President, Financial Advisor

Oakland, CA

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Mark Fredenburg

CFA®

Senior Vice President, Financial Advisor

Oakland, CA

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Ted Jablonski

Senior Vice President, Financial Advisor

Oakland, CA

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Mike Welch

Vice President, Financial Advisor

Oakland, CA

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Jack Bellamy

CFA®, CFP®

Senior Vice President, Financial Advisor

Oakland, CA

Resources from our team

Blog

How Wealth Planners Can Help Manage Financial Risk and Uncertainty

Individuals seeking financial advice today have more options than ever before. While friends, family, and colleagues have always been a trusted resource, we are now awash in a sea of financial information, including from websites, social media, and robo-advisors.
Mike Welch

Newsroom

Wealth Enhancement Group Grows by Adding BTR Capital Management, Inc., an Independent RIA with Over $1 Billion in Client Assets

Wealth Enhancement Group, a national independent wealth management firm with over $55.2 billion in total client assets, today announced the acquisition of BTR Capital Management, Inc. (BTR), an independent RIA located in Oakland, California. BTR’s team of nine advisors and five support staff, led by President and CEO John Stratton, oversee more than $1 billion in client assets. This partnership furthers Wealth Enhancement Group's growth in key markets, such as Northern California.
John Stratton CPA, CFA®, CFP®

Newsroom

U.S. News: Bob Welch Featured in “How to Build a Balanced Retirement Portfolio”

Bob Welch, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by U.S. News in an article titled, “How to Build a Balanced Retirement Portfolio.” 
Bob Welch

Newsroom

Kiplinger: Bob Welch Featured in "The Pros' Investment Strategies for Today's Market"

Bob Welch, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Kiplinger in “The Pros' Investment Strategies for Today's Market.”
Bob Welch

Newsroom

USA Today: Bob Welch Quoted in “What Are Required Minimum Distributions?”

Bob Welch, Senior Vice President and financial advisor at Wealth Enhancement Group was quoted in a USA Today article titled, “What Are Required Minimum Distributions?”
Bob Welch

Team locations

Oakland, CA
1999 Harrison Street, Suite 1530, Oakland, California, 94612
(415) 989-0100
details

Featured Back Issues

For a sampling of our perspectives during key times of investment volatility and opportunity, we’ve curated past editions of our newsletter.

These were published prior to when BTR Capital Management and Wealth Enhancement Group joined forces. Back issues are for illustrative purposes only, and the information in these materials is not intended as a recommendation.

VIEW BACK ISSUES

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.