Wealth Enhancement Acquires Gavin Financial


June 17, 2024

On June 4, 2024, Wealth Enhancement Group announced an acquisition of Gavin Financial Group.

The Wealth Enhancement Group LLC (“Wealth Enhancement”) announced on June 4, 2024, that it will acquire Gavin Financial Group (“Gavin Financial”). Gavin Financials’ team of five will join Wealth Enhancement. Further terms of the transaction were not disclosed.

Wealth Enhancement, based in Plymouth, Minnesota, is an independent wealth management firm providing tailored financial plans and investment management services. As of April 30, 2024, Wealth Enhancement had approximately $80.3 billion in assets under management.

Gavin Financial, based in Midland, Michigan, is a registered investment advisor serving pre-retirees, retirees, and high-net-worth families. As of December 15, 2023, Gavin Financial managed $658 million in client assets. Advisor Growth Strategies served as advisory firm to Gavin Financial on the transaction.

To read the press release: please click here.

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