Wealth Enhancement Group
(816) 246-9473
11 Southeast 2nd Street, Lee's Summit, Missouri, 64063
Business hours
| Monday | 8:30am to 5:00pm |
| Tuesday | 8:30am to 5:00pm |
| Wednesday | 8:30am to 5:00pm |
| Thursday | 8:30am to 5:00pm |
| Friday | - |
About us
The Lee's Summit, MO, team of financial advisors is 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 its 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.
| Year established | 2007 |
| Tags | Financial advisor, financial planner, wealth manager, investment manager, financial advisor near me, financial planner near me, wealth manager near me, investment manager near me, financial planning, estate planning, tax preparation, retirement planning, wealth management, tax strategy, private client |
| Products | Comprehensive Financial Planning, Retirement Income Planning, Estate Planning, Structures Market Portfolios, Immediate annuities, deferred annuities, Life Insurance, Investment strategies, Long-term care insurance, disability insurance, charitable giving |
| Services | Retirement-related financial consulting, Net worth & cash flow analysis consulting, Business consulting, Debt management counseling, Wealth management, Retirement savings consulting, Divorce planning-related financial consulting, Real estate investment consulting, Financial planning, Insurance annuity investment advisement, Tax planning, Mutual & index fund consulting, Corporate finance consulting, Investment advising, Stocks & bonds consulting, Education savings consulting, Estate planning, College savings-related financial consulting, Insurance purchase consulting, Insurance-related financial advisement, General investment consulting |