Orion Innovation

Wealth Enhancement Group

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Wealth Enhancement is an independent wealth management firm dedicated to helping our clients achieve their financial goals by crafting custom plans that address their unique needs. Wealth Enhancement offers comprehensive and tailored financial planning and investment management services to clients across the country. Founded in 1997, we now have over 110 offices nationwide and are rapidly expanding through organic growth and acquisition. Our mission is to work together to improve our clients’ lives by providing them with the team-based knowledge and resources they need to achieve their unique goals. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team. --- In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.