From Wealth Enhancement Group
The Bradenton FL team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
My wife and I have been working with WEG for a little over two years now. They have been outstanding in helping us transition into retirement, particularly with inspiring confidence that we had sufficient funds to accomplish our goals and have more than enough reserves. We really appreciate the distribution strategy they have crafted for us, and which they will continue to work with us in executing in the coming years.
Our principal advisor, Tom Breiter, is thoughtful and an excellent communicator in explaining our options and strategy. We have regular video telecons to discuss our financial picture and go over any questions we have. Andrew Gipson also is superfast...read full review
I chose to move my finances to Charles Schwab after recommendation from a family member. My financial advisor, Andrew Gibson, has provided constant support and sound financial advice.
Moving to Integra has been a revelation. My guy Andrew has been beyond responsive, helpful, understanding, and patient. The insights and knowledge they give me makes me a better investor and they’ve had a great deal of success for me which is great of course. I feel at home and I would recommend them to everyone. Sharp group of people,.