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Wealth Enhancement Group
A Client Service Associate at Wealth Enhancement acts as a client-facing liaison supporting Financial Advisors and contributing to the delivery of personalized wealth management services. The role is based in Sandy Springs, GA and operates within the firm's hybrid work model. It supports the firm's client experience and planning processes within the Roundtable and UniFi frameworks.
Headquarters
Plymouth, Minnesota, United States
Company Size
501-1000 employees
Founded
1997
Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wealth Enhancement Group.
Advisory M&A News – 12/17/2025
Dec 17, 2025
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