Wealth Enhancement Partners with Marcum Wealth for Growth
Wealth Enhancement Joins Forces with Marcum Wealth
Wealth Enhancement, a prominent national independent wealth management firm committed to enriching clients' lives, has announced an exciting partnership with Marcum Wealth. This independent registered investment advisor (RIA) is renowned for overseeing an impressive $4.3 billion in client assets. The leadership of Marcum Wealth is headed by Eric Wulff, Chief Executive Officer, and together, these firms are poised to offer unparalleled wealth management services to their clients.
Anticipating a Bright Future
The merger is anticipated to close soon, and once finalized, Marcum Wealth’s assets will be integrated into Wealth Enhancement’s management portfolio, which currently stands at a remarkable $107.5 billion. Jeff Dekko, CEO of Wealth Enhancement, expressed his enthusiasm regarding this merger, stating that they are thrilled to partner with a firm that shares their dedication to providing exceptional wealth management services.
A Unique Position in the Market
Marcum Wealth's unique background as part of an accounting firm incubates an expertise that meets complex client needs, particularly among business owners and multi-generational families. The seasoned experience of both firms creates a strong foundation that can leverage advanced strategies in financial planning.
Client-Centric Approach
According to Eric Wulff, the decision to unite with Wealth Enhancement stems from a steadfast commitment to their clients' best interests. This partnership will enhance the services provided, allowing the team to deliver even greater value and a personal touch that clients expect.
Expanding Market Reach
Jim Cahn, Chief Strategy Officer at Wealth Enhancement, revealed that this partnership serves to enable the company to explore new markets across the nation. By joining forces with Marcum Wealth, they are excited about the potential to reach clients in new territories, particularly in the Midwest region where Marcum Wealth is already well-established.
About Marcum Wealth
Founded in 2006, Marcum Wealth operates with a mission to empower clients by providing innovative tools, resources, and technology, encouraging them to take control of their financial future. Their offerings include comprehensive financial planning, wealth management, exit strategies for businesses, and retirement solutions. With a network of ten office locations, the firm spans the Midwest, Mid-Atlantic, New England, and Southeast regions, ensuring that their clients receive personalized attention and expert advice.
The Wealth Enhancement Philosophy
Wealth Enhancement prides itself on enriching clients’ lives through a unique blend of personalized financial planning and advanced investment management services. They continually strive to set the standard in wealth management since their inception in 1997, showcasing dedication to adapting their services to the evolving needs of clients.
Serving Client Needs Effectively
The partnership between Wealth Enhancement and Marcum Wealth exemplifies a commitment to quality, as both firms share a vision of providing high-touch, customized services for a specialized clientele.
Frequently Asked Questions
What is the purpose of the partnership between Wealth Enhancement and Marcum Wealth?
The partnership aims to expand service offerings, enhance growth opportunities, and better serve clients with combined expertise in wealth management.
How much client assets does Marcum Wealth manage?
Marcum Wealth manages approximately $4.3 billion in client assets.
What are the primary services provided by Marcum Wealth?
Marcum Wealth offers comprehensive financial planning, wealth management, exit planning for businesses, and retirement solutions.
When is the merger expected to be finalized?
The merger is expected to close soon in the upcoming months, allowing for an integration of assets and services.
What is Wealth Enhancement's approach to wealth management?
Wealth Enhancement emphasizes personalized financial planning and client-centric services matched with advanced investment management practices.
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