Wealth Enhancement Group Acquires BTR Capital Management


November 28, 2022

On November 17, 2022, Wealth Enhancement Group announced the acquisition of BTR Capital Management.

Under the terms of the agreement, Wealth Enhancement Group (“WEG”) has acquired BTR Capital Management, Inc. (“BTR”). BTR’s staff of nine investment advisors and five support staff, including CEO John Stratton, will join WEG.

WEG, based in Minneapolis, is a registered investment advisor offering financial services to individuals and families. WEG has $55 billion in assets under management.

BTR, based in Oakland, California, is a registered investment advisor serving high-net-worth individuals, families, foundations, and retirement plans. BTR oversees over $1 billion in client assets. Park Sutton Advisors served as financial advisor to BTR on the transaction.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.