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Wealth Enhancement Group Grows by Including Ginsburg Monetary Advisors, Inc., an Unbiased RIA with Over $237 Million in Shopper Property

Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to Ten Places of work

MINNEAPOLIS, Dec. 1, 2022 /PRNewswire/ — Wealth Enhancement Group, a nationwide unbiased wealth administration agency with greater than $55.4 billion in complete shopper belongings, introduced the acquisition of Ginsburg Monetary Advisors, Inc., an unbiased RIA situated in Oakland, California. Ginsburg Monetary Advisors oversees greater than $237 million in shopper belongings with a group of two advisors and 4 assist workers, led by President Larry P. Ginsburg, CFP®. This partnership expands Wealth Enhancement Group’s presence in Northern California.

“The group at Ginsburg Monetary Advisors has constructed an extremely profitable enterprise delivering excellent service and recommendation to its shoppers for over 4 a long time,” stated Jeff Dekko, Chief Government Officer of Wealth Enhancement Group. “We warmly welcome Larry and the group to Wealth Enhancement Group, and we stay up for a few years of significant collaboration.”

Based in 1981, Ginsburg Monetary Advisors is a complete monetary planning and wealth administration agency that makes a speciality of serving high-net-worth people, enterprise homeowners, pre-retirees, retirees, and people who have misplaced a partner or associate.

Mr. Ginsburg stated, “Ginsburg Monetary Advisors is worked up about integrating our enterprise into the Wealth Enhancement Group household. The agency’s tradition is just like ours; we observe a fiduciary commonplace in searching for to assist shoppers attain their objectives, whereas striving to reduce threat and shopper nervousness. The truth that 4 of my revered skilled colleagues have efficiently built-in their companies into Wealth Enhancement Group inspired me to profit from the high-quality group of pros at Wealth Enhancement Group who will likely be supporting our native group and our shoppers.”

“We’re thrilled that Ginsburg Monetary Advisors selected to affix forces with Wealth Enhancement Group,” stated Jim Cahn, Chief Investments & Enterprise Growth Officer at Wealth Enhancement Group. “Our centralized service mannequin will assist the group proceed to supply its shoppers with one of the best service doable, and our wealth administration and monetary planning choices will assist their continued development.”

About Wealth Enhancement Group
Wealth Enhancement Group is an unbiased wealth administration agency providing complete and customised monetary planning and funding administration companies. Now serving greater than 45,500 households, the corporate has over 75 workplaces nationwide and is increasing quickly by way of natural development and acquisitions. Based in 1997, Wealth Enhancement Group focuses on offering retail shoppers with the team-based information and sources they should simplify their monetary life. For extra data, please go to www.wealthenhancement.com.

Advisory companies provided by way of Wealth Enhancement Advisory Companies, LLC (WEAS), a registered funding advisor. Sure, however not all, funding advisor representatives (IARs) of WEAS are additionally registered representatives of and supply securities by way of LPL Monetary, Member FINRA/SIPC. Wealth Enhancement Group and Wealth Enhancement Advisory Companies are separate entities from LPL Monetary. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

Wealth Enhancement Group and its Registered Funding Advisor, Wealth Enhancement Advisory Companies, had $51.9 billion in shopper belongings, together with $4 billion of brokerage belongings held at LPL Monetary, as of September 30, 2022. Ginsburg Monetary Advisors, Inc. had over $237 million in shopper belongings, together with $3 million of brokerage belongings, as of September 30, 2022. With the addition of beforehand introduced acquisitions and the acquisition of Ginsburg Monetary Advisors, Inc., Wealth Enhancement Group has greater than $55.4 billion in shopper, advisory, belief and brokerage belongings.

Media Contacts
Marianne Gebhardt 
[email protected] 
(704) 409-2589

Prosek Companions, on behalf of Wealth Enhancement Group
[email protected]

SOURCE Wealth Enhancement Group

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