Wealth Enhancement Group announces acquisition of Rock House Financial, an independent RIA
07/11/24, 12:16 PM
Location
plymouthfarmingtonIndustry
professional services
financial services
Wealth Enhancement Group, a national independent wealth management firm with over $85.7 billion in client assets, has announced the acquisition of Rock House Financial, an independent Registered Investment Advisor (RIA) located in Farmington, Utah. This partnership marks Wealth Enhancement Group's first location in Utah and brings the firm's total client assets to more than $85.7 billion.
Company Info
Location
Plymouth, Minnesota, United States
Company info
Wealth Enhancement is a national independent wealth management firm with over $103 billion in client assets, passionately committed to enriching the lives of its clients. The company offers tailored financial plans and investment management services, with specialized knowledge, attentive service, and a team-based approach to personalized financial planning. Wealth Enhancement has 145 offices nationwide and continually seeks to raise the standard of wealth management.