Skill

Investing in compatibility–and results

Active Portfolio


About The Company

Wealth Enhancement Group provides needed financial advice for middle income families to maximize their savings for retirement. The company positions itself as a thought leader and expert in financial planning through a variety of financial education marketing programs. The programs utilize a range of channels to reach prospective clients and provide ongoing financial education to existing customers, including broadcast radio, seminars, publications and the Internet.

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Investment Date

October 2007

Add-On Specs
  • Small-to-medium sized financial advisors
Deal Team

John Thomson
Todd Solow
Jason Sondell