Facts and Insights
WEALTH ENHANCEMENT & PRESERVATION, INC. is a leading financial advisory firm that specializes in helping clients enhance and preserve their wealth. With a team of highly experienced and knowledgeable advisors, the firm has a proven track record of successfully guiding clients towards their financial goals.
The advisors at WEALTH ENHANCEMENT & PRESERVATION, INC. utilize their expertise in financial planning, investments, tax strategies, and estate planning to create personalized solutions for each client. They understand that every individual has unique financial needs and goals, and they work closely with their clients to develop customized plans that are tailored to their specific situation.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment strategies
- Offers a wide range of financial services to meet clients’ needs
- Works closely with clients to develop customized solutions
- Utilizes expertise in financial planning, investments, tax strategies, and estate planning
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2.5 billion |
|---|---|
| Number of Advisors | 25 |
| Time in Business | 25 years |
Financial Services Offered:
- Financial planning
- Investment management
- Tax strategies
- Estate planning
- Retirement planning
- Insurance planning
- Educational planning
- Elder care planning
- Business succession planning
Client Types:
WEALTH ENHANCEMENT & PRESERVATION, INC. serves a diverse group of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Retirees
- Young professionals
- Families
Fees & Compensation:
WEALTH ENHANCEMENT & PRESERVATION, INC. operates on a fee-based compensation structure, meaning that clients pay a fee for the services provided by their financial advisor. This fee is based on a percentage of the client’s assets under management, ensuring that the advisor’s interests align with the client’s financial success.
The firm believes in full transparency, and all fees and compensation structures are clearly outlined and discussed with clients before any services are rendered.
Background:
Founded in 1996, WEALTH ENHANCEMENT & PRESERVATION, INC. has over 25 years of experience in providing comprehensive financial planning and investment management services. The firm is headquartered in New York City and has multiple offices throughout the United States.
Financial Advisor Disclosures to Know:
As a reputable firm, WEALTH ENHANCEMENT & PRESERVATION, INC. ensures that all of its advisors adhere to a strict code of ethics and comply with all industry regulations. The firm also discloses any potential conflicts of interest to its clients to maintain transparency and trust at all times.
Clients can also access the firm’s Form ADV, a legal document that includes important information such as services provided, fees and compensation, and potential conflicts of interest.