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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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InvestmentNews: Wealth Enhancement Group acquires Maryland hybrid

Wealth Enhancement Group, a Minneapolis, Minnesota-based hybrid managing $39.1 billion, has acquired Serafini Financial Group, a Hagerstown, Maryland-based hybrid that managed $853 million. Terms of the deal were not disclosed. Click Here to Read the Full Article.
8/4/2021
Newsroom

Wealth Enhancement Group Acquires Serafini Financial Group, a Hybrid RIA Based in Maryland with $853 Million in Client Assets

MINNEAPOLIS, Aug 5, 2021 /PRNewswire/ — Wealth Enhancement Group, an independent wealth management firm, today announced its acquisition of Serafini Financial Group, a Hybrid RIA based in Hagerstown, Md. with 12 total employees, four financial advisors and $853 million in total client assets. Upon the closing of the acquisition, Wealth Enhancement Group’s total client assets now exceed $39 billion.*
8/4/2021
Newsroom

With Olympics in Mind, Go for Financial Gold

It’s hard to believe it has been five years since the last summer Olympics, and we’ve had an extra year to break out some of our best sports analogies. With that said, what do you have to do to achieve gold? The best bet, and we’ve asked all the experts, is to be Simone Biles. However, we recognize almost none of our readers are Simone Biles. But that doesn’t mean we can’t take some lessons from the different athletes who do compete at the highest level.
7/25/2021

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.