Global Search Result View With Search Text

Global Search Result View With Search Text

Let’s Talk

Financial advisors in
Charlotte, NC

4521 Sharon Road, Suite 400

Charlotte

,

NC

28211

(704) 553-8006
Meet with us
Hours
Mon: 8:00 am-5:00 pm
Tue: 8:00 am-5:00 pm
Wed: 8:00 am-5:00 pm
Thu: 8:00 am-5:00 pm
Fri: 8:00 am-5:00 pm

Serving the greater Charlotte, NC area, Wealth Enhancement Group provides financial management, advisory, and retirement planning solutions.

COMPREHENSIVE WEALTH SERVICES in Charlotte, NC

Every detail of your big picture

Our Charlotte, NC team of financial professionals specializes in six core areas so that we can provide you with comprehensive wealth management services.

Investment management

Make the most of what you’ve earned.

Financial planning

Build the foundation for the life you want.

Retirement income planning

Keep earning even after you stop working.

Estate planning

Shape your legacy and plan for those you love.

Tax strategies

Keep more of what you earn with effective tax planning.

Risk management & insurance

Plan for the certainty of uncertainty.

Additional individual & business services in Charlotte, NC

Beyond financial planning services, we can help you manage complex wealth considerations through our internal specialists and trusted partners. Our team of wealth planners can support you in these areas.

Trust services
Tax preparation
Business owner consulting
Private client
Employee benefit programs
Retirement plan consulting
Employee retirement account management
Special needs financial planning
Comprehensive wealth management

Resources from our advisors

Topic
Topic
Newsroom

MarketWatch: Brett Boner Featured in “4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond”

Brett Boner, CDFA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond.” “Social Security is a big thing to consider, not only in retirement, but in divorce,” said Brett Boner, a financial adviser at Wealth Enhancement Group.
7/27/2023