About
Wealth Enhancement Group is a financial planning and wealth management firm with a team of specialists and advisors working together to craft comprehensive financial plans for individuals and businesses. They offer a range of services, including retirement income planning, investment management, risk management, and estate planning, as well as specialized solutions for businesses and employee benefits programs. With a focus on personalized touch and a team-based approach, Wealth Enhancement Group aims to help clients achieve their financial goals and secure their financial futures. Located in Pittsford, NY, the firm serves clients across the United States, providing guidance and expertise in wealth management, tax planning, and more. Their team of specialists includes certified financial planners and other professionals dedicated to helping clients navigate complex financial situations and achieve long-term success.
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
Wealth Enhancement Group offers comprehensive wealth management services, including tax strategies, investment management, risk management, and estate planning.
Retirement Income Planning
The firm provides retirement income planning services to help clients create a sustainable income stream in retirement.
Investment Management
Wealth Enhancement Group offers investment management services, including plan-led investing, to help clients achieve their investment goals.
Risk Management & Insurance
The firm provides risk management and insurance services to help clients protect their assets and manage risk.
Estate Planning
Wealth Enhancement Group offers estate planning services to help clients create a comprehensive plan for managing their assets and minimizing taxes.
Employee Retirement Account Management
The firm provides employee retirement account management services to help clients manage their employee benefits programs.