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Wealth Enhancement Advisory Services Named to Forbes’ 2025 List of America’s Top RIA Firms

Awarded 10/1/25 for 3/31/24-3/31/25. Paid for logo use. 

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Our advisors and specialists are available for interviews upon request. For media inquiries, reach out to our media team at publicrelations@wealthenhancement.com.

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ThinkAdvisor: Wealth Enhancement Group to Add $853M RIA

Wealth Enhancement Group is acquiring RIA Serafini Financial Group, which has four financial advisors and $853 million in total client assets. The deal should close by Aug. 1 and bring WEG’s total client assets to some $39 billion. Click Here to Read the Full Article.
8/4/2021
Newsroom

The DI Wire: Wealth Enhancement Group Buys Hybrid with $853 Million in Client Assets

Wealth Enhancement Group, an independent wealth management firm, has purchased Serafini Financial Group, a Maryland-based hybrid registered investment advisor with 12 total employees, four financial advisors and $853 million in total client assets. Following the acquisition’s closing, Wealth Enhancement Group’s total client assets now exceed $39 billion.
8/4/2021

About Wealth Enhancement

Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.