Financial planning and advisor services
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.
NEP sold Wealth Enhancement Group to affiliated investment funds of Lightyear Capital in June 2015.
Over the course of the investment period, NEP worked together with the Wealth Enhancement Group team to nearly double its client assets.
NEP sold Wealth Enhancement Group to affiliated investment funds of Lightyear Capital in June 2015.