WEG Acquires Capstone

INVESTMENT MANAGEMENT DEALS BLOG

April 2, 2025

On February 6, 2025, Wealth Enhancement Group announced that it acquired Capstone Wealth Advisors, LLC.

Wealth Enhancement Group (“WEG”) announced, on February 6, 2025, that it acquired Capstone Wealth Advisors, LLC (“Capstone”). Capstone will bring six advisors and five support staff to WEG. Further terms of the transaction were not disclosed.

WEG, based in Plymouth, Minnesota, is a registered investment advisor and independent wealth management firm that offers financial planning and investment management services. As of December 2024, WEG had approximately $102.1 billion in client assets.

Capstone, based in Salem, Oregon, is a registered investment advisor offering retirement, tax management, estate planning, risk management, investment and employee and executive benefits services. As of September 2024, Capstone had approximately $618 million in client assets.

To read the press release: please click here.

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