Portfolio

Wealth Enhancement Group
Minnesota visit site
 

About the Company

Wealth Enhancement Group (WEG) is a financial planning and advisor services firm, providing provides comprehensive, independent financial planning, investment management, tax strategies, insurance and estate planning services to “Mass Affluent” clients who are approaching retirement age. The Mass Affluent market includes individuals with between $500,000 and $3.0 million in net worth and between $100,000 and $1.5 million in investable assets.

WEG positions itself as a thought leader and expert in financial planning through a variety of financial education marketing programs, utilizing a range of channels to reach prospective clients and provide ongoing financial education to existing customers, including broadcast radio, seminars, publications and the Internet. These efforts are designed to generate client interest in WEG while allowing prospective clients to maintain a certain level of anonymity until they decide to contact the Company. Radio broadcast serves as WEG’s primary channel for financial education and brand building; WEG has been broadcasting its weekly radio show, “Your Money,” since 1996 and reaches more than 100,000 listeners per week

NEP Investment Date

October 2007

Add-On Activity

None to date

Add-On Specs

Small-to-medium sized financial advisors

Deal Team

John Thomson Todd Solow Jason Sondell
 
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