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Wealth Enhancement Group Announces the Addition of Piermont Wealth Management Inc., an Independent RIA with Over $226 Million in Client Assets

Published: March 28, 2024

/PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with over $79 billion in client assets, announced the acquisition of...

Source: prnewswire.com

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United StatesNew YorkBoca RatonPhilipj CapellJim CahnPhilip CapellMarianne GebhardtPiermont Wealth Management IncMarketing CommunicationsPrnewswire Wealth Enhancement GroupWealth Enhancement GroupWealth Enhancement Advisory ServicesInvestments Business DevelopmentEnhancement GroupChief Executive OfficerPiermont Wealth ManagementWealth EnhancementChief InvestmentsBusiness Development OfficerGrowth StrategiesRegistered Investment Advisor

Wealth Enhancement Group Nears $80B Mark

Published: March 28, 2024

In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York.

Source: wealthmanagement.com

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Jim CahnBoca RatonPhilip CapellTa AssociatesWealth Enhancement GroupBusiness DevelopmentMinneapolis Based Wealth Enhancement GroupPiermont Wealth ManagementLightyear CapitalOnex PartnersChief InvestmentsBusiness Development Officer JimLandmark Financial AdvisorsBowling Green