Wealth Enhancement Group Acquires Pinnacle


November 4, 2022

On September 8, 2022, Wealth Enhancement Group announced the acquisition of Pinnacle Private Wealth.

Under the terms of the agreement, Wealth Enhancement Group has acquired all the assets of Pinnacle Private Wealth (“Pinnacle”) Financial terms were not disclosed.

Wealth Enhancement Group, based in Minneapolis, is a registered investment advisor offering financial services to individuals and families. Wealth Enhancement Group has $57.7 billion in assets under management.

Pinnacle is a Burlington, Massachusetts based Registered Investment Advisor serving high-net-worth individuals and business owners. Pinnacle had over $663 million in client assets under management as of September 8, 2022.

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.