Wealth Enhancement Group LLC is an independent wealth management and financial advisory firm that provides personalized financial planning, investment management, tax, trust, and related advisory services. It is a large U.S. registered investment advisory firm with a national office footprint and significant assets under management, serving individuals and families through a team-based planning model.

Products & services

Customized Financial Planning A service that develops personalized financial plans tailored to individual client goals and circumstances.
Comprehensive Wealth Management An advisory service that coordinates investment, tax, retirement, estate, insurance, and financial planning.
Investment Management Services A service that manages client investment portfolios to meet specific financial objectives and risk profiles.
Investment Management Portfolio construction, monitoring, rebalancing, and investment advisory services based on client plans and risk profiles.
Financial Planning Planning services that organize financial goals, cash flow, investments, taxes, retirement, and estate considerations.
Retirement Income Planning Advisory services for evaluating retirement income needs, withdrawal strategies, and related investment decisions.

Leadership

Bruce Helmer Founder, Financial Advisor and Author
Rick Shideman Chief Information Officer, Chief Information Security Officer
Jim Cahn Chief Investments and Business Development Officer
Christina Galloway Chief of Staff

Seniority mix

Entry & junior 1 role
Mid-level 2 roles
Senior 1 role
Lead & principal 0 roles
Manager & above 1 role

Based on 5 open roles

Brands & subsidiaries

Vancegray Wealth Management SVA Financial Group Lighthouse Wealth Management Focus Point Solutions Inc Fitzgerald Wealth Management

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