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Lightyear-backed Wealth Enhancement Group to Buy Hybrid with $1.3 Billion in...

Wealth Enhancement Group, an independent wealth management firm that oversees $11.3 billion in client assets, has agreed to purchase Planning Solutions Group LLC, a...

Lightyear-Backed Wealth Enhancement Group to Buy Third Philadelphia Advisory Practice

Wealth Enhancement Group, an independent wealth management firm that oversees $10.4 billion in client assets, has signed a definitive agreement to purchase Wiley Group,...

Lightyear-Backed Wealth Enhancement Group to Buy $500 Million Advisory Practice

Wealth Enhancement Group, an independent wealth management firm that oversees $9.6 billion in client assets, has signed a definitive agreement to purchase Summit Planning...

Lightyear-Backed Wealth Enhancement Group to Buy $470 Million Advisory Firm

Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $9.7 billion in client assets, plans to purchase GDM Advisory...

Lightyear-Backed Wealth Enhancement Group Buys $276 Million Advisory Practice

Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $9.3 billion in client assets, plans to acquire OneSource Retirement...

Lightyear-Backed Wealth Enhancement Group Buys $350 Million Retirement Advisory Practice

Wealth Enhancement Group, an independent wealth management firm backed by Lightyear Capital that oversees $8.9 billion in client assets, has agreed to purchase Retirement...

Wealth Enhancement Group Acquires $500 Million Advisory Firm

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $8.4 billion in total client assets, has acquired Cimino Wealth Advisors, a Wisconsin-based...