Wealth Enhancement Group

Investment Date

October 2007

Exit Date

June 2015

Headquarters

Plymouth, Minnesota

Wealth Enhancement Group

Wealth Enhancement Group is a financial advisory services firm, providing comprehensive, independent financial planning, investment management, tax strategies, insurance, and estate planning services. In 2013, Wealth Enhancement Group merged with Summit Wealth Advisors, a Chicago-based firm.

Over the course of the investment period, NEP worked together with the Wealth Enhancement Group team to nearly double its client assets from $2.4 billion to $4.7 billion (as of 3/31/15).

NEP sold Wealth Enhancement Group to affiliated investment funds of Lightyear Capital in June 2015.