As expansion continues in the northeast, this marks Wealth Enhancement Group's 18th acquisition of 2023
Wealth Enhancement Group acquires Asset Management Resources. (Credit: Kevin Schneider from Pixabay)
Wealth Enhancement Group, a national independent wealth management firm with over $71.7 billion in client assets, announced the acquisition of Asset Management Resources, LLC, an independent RIA in Hyannis, Massachusetts. The team, led by J. Christopher Boyd, will bring approximately $236 million in assets under management.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “We are thrilled to have the Asset Management Resources team join our firm. They are a hardworking team whose values are aligned with our firm’s values. Both of our firms are committed to helping people achieve their goals by creating a better financial services approach centered completely around our clients. We are excited to bring Chris and his team on board.”
Since 2008, Chris and Asset Management Resources, LLC has focused on helping clients who intend to feel secure in retirement. The firm provides financial planning, wealth management, and portfolio management for those nearing or in retirement.
J. Christopher Boyd, Founder of Asset Management Resources, LLC, said, “We are excited for our clients and community to benefit from our partnership and the extensive depth of services and talent available at Wealth Enhancement Group. We envision providing the best of our organizations – our local office’s intimate personal client experience with the benefits and depth of scale of one of the nation’s largest and fastest growing registered investment advisor firms.”
Adding Asset Management Resources increases the number of Wealth Enhancement Group offices in the state of Massachusetts to four.
Jim Cahn, Chief Investments & Business Development Officer of Wealth Enhancement Group, said, “The team at Asset Management Resources has built strong connections with their clients over the last 15 years. We are eager to work with Chris and his team, and we are confident that we will continue to assist our clients in succeeding financially.”
Source: Company Press Release