Hours
| Day | Time slot | Comment | ||
|---|---|---|---|---|
| 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 | |||
Teams at this location
Serving the greater Walnut Creek, California area, Wealth Enhancement Group provides financial management, advisory, and retirement planning solutions.
Resources from our advisors
Blog
Over half of adults over 65 will need long-term care. Learn how to plan ahead—explore care options, costs, insurance strategies, and steps to protect your future and your family.
11/19/2024
Newsroom
Kelly Crane, SVP, Financial Advisor at Wealth Enhancement, was featured by Bankrate in “How to avoid paying taxes on Social Security income.”
10/15/2024
Newsroom
Kelly Crane, CFP®, CFA, CLU, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by Bankrate in “CDs or Fixed Annuities: Which is a Better Way to Save for Retirement?”
6/24/2024
Newsroom
Kelly Crane, CFP®, CFA, CLU, Senior Vice President and Financial Advisor at Wealth Enhancement Group’s Walnut Creek, California office, has been recognized by Forbes in the 2024 Best-in-State Wealth Advisors list. Kelly ranks #59 in California*.
4/3/2024
Newsroom
Debbie Pursey, Senior Vice President and Financial Advisor at Wealth Enhancement Group’s Walnut Creek, California office, has been recognized by Forbes on the 2024 Best-in-State Wealth Advisors list, a global media platform known for its prestigious rankings. Debbie ranks #114 in California.*
4/3/2024