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Wealth Enhancement Group Nears $80B Mark

In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.

Jim cahnBoca ratonPhilip capellTa associatesWealth enhancement groupBusiness developmentMinneapolis based wealth enhancement groupPiermont wealth managementLightyear capitalOnex partnersChief investmentsBusiness development officer jimLandmark financial advisorsBowling green

RIA Roundup: Mercer Scoops 2 Firms, $580M in Assets

Mercer has picked up 2 firms with more than $500M in assets, while Robertson Stephens, WEG, NewEdge, Hub, Kestra, and RFG all announced new additions.

United statesNew jerseyNew zealand generalNew zealandSan franciscoNew yorkSan antonioMatthew hellerRob sechanJohn eubanksWilliam ennisDave bartonPatrick dwyerJim charbonneauJoe daigleErik anderson

Wealth Enhancement Group Acquires $237M Ginsburg Financial Advisors

Second Oakland deal in two weeks is WEG's 13th acquisition this year.

United statesWalnut creekNorth carolinaNapa valleyJim cahnLarry ginsburgWealth enhancement advisory servicesCarroll financial associatesInvestments business developmentWealth enhancement groupGinsburg financial advisorsNorthern californiaPresident larry ginsburgTitus wealth managementWalnut creek wealth managementNapa valley wealth management

Wealth Enhancement Group Buys $370M Scroggins Wealth Management

Eleventh acquisition of 2022 brings WEG’s total client assets to more than $57.7 billion.

Michael scrogginsJim cahnWealth enhancement advisory servicesInvestments business developmentWealth enhancement groupScroggins wealth managementNew lenoxFort myersBusiness development officer jim

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