Wealth Enhancement Group Adds Hybrid RIA with $663 Million in Client Assets
Wealth Enhancement Group, an independent wealth management firm with more than $56 billion in total client assets, has added Pinnacle Private Wealth.
Wealth Enhancement Group, an independent wealth management firm with more than $56 billion in total client assets, has added Pinnacle Private Wealth, a hybrid registered investment advisor based in Burlington, Massachusetts.
Pinnacle’s team of eight advisors and two support staff members oversee more than $663 million in client assets. The team is led by Myles Dudley and Daniel Cotton, who each have more than 20 years of industry experience.
“Myles and Daniel have built and grown an impressive business, and just as importantly, they’ve stayed true to their client-centered beliefs,” said Jeff Dekko, chief executive officer. “Their ‘Invest with Purpose’ mantra is an excellent fit with our culture at Wealth Enhancement Group, and we look forward to working closely together for years to come.”
Founded in 2009, Pinnacle serves both pre-retired and retired emerging high-net-worth individuals and business owners through comprehensive financial planning, complete with risk management analysis and integration with tax and estate planning.
Founded in 1997, Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Now serving more than 45,500 households, the company has more than 75 offices nationwide and is expanding through organic growth and acquisition.
