Wealth Enhancement Group Acquires Financial Wealth Management

INVESTMENT MANAGEMENT DEALS BLOG

January 13, 2021

On December 15, 2020, Wealth Enhancement Group announced it acquired Financial Wealth Management.

Under the terms of the agreement, Wealth Enhancement Group (“WEG”) acquired Financial Wealth Management (“FWM”). Terms of the agreement were not disclosed.

WEG, based in Minnesota, is an independent wealth management firm offering comprehensive and customized financial planning and investment management services.

FWM, based in Wisconsin, is a hybrid registered investment adviser. FWM has approximately $320 million in client assets.

To read the press release: please click here.