Wealth Enhancement to Acquire Atlas Fiduciary Financial


July 3, 2024

On June 18, 2024, Wealth Enhancement Group, LLC announced that it will acquire Atlas Fiduciary Financial, LLC.

Wealth Enhancement Group (“WEG”) announced on June 18, 2024, that it will acquire Atlas Fiduciary Financial (“Atlas”). Laura Mattia, Atlas’ founder, and her team will join WEG. Further terms of the transaction were not disclosed.

WEG, based in Plymouth, Minnesota, provides wealth management services, including financial planning, tax strategies, investment management, risk management & insurance, estate planning, and retirement income planning. As of June 2024, WEG had approximately $85 billion in client assets.

Atlas, based in Sarasota, Florida, is a registered investment advisor that provides financial planning services to individuals who are already retired or close to retirement, specifically focusing on business owners and widows. As of June 2024, Atlas managed over $219 million in client assets.

To read the article: 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.