About
Located in Fishkill, NY, they offer a range of services including comprehensive wealth management, tax strategies, investment management, and risk management & insurance. Their team of specialists works together to create a detailed, integrated financial plan tailored to each client's lifestyle and goals. They also provide specialized solutions for businesses, including employee retirement account management, trust services, and business owner consulting. With a focus on personal touch and long-term planning, Wealth Enhancement Group aims to help clients achieve their financial goals and secure their financial futures.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Comprehensive Wealth Management
A team-based approach to wealth management that creates a detailed, integrated financial plan tailored to each client's lifestyle and goals.
Tax Strategies
Expert guidance on tax planning to help clients minimize their tax liability and maximize their wealth.
Investment Management
A range of investment options and strategies to help clients achieve their long-term financial goals.
Risk Management & Insurance
Expert guidance on risk management and insurance to help clients protect their assets and secure their financial futures.
Employee Retirement Account Management
Specialized solutions for businesses to help them manage their employee retirement accounts and provide benefits to their employees.
Trust Services
Expert guidance on trust planning to help clients protect their assets and secure their financial futures.