Wealth Enhancement Group

Tax consultant in Columbus, OH (show on map)

Wealth Enhancement Group offers a team-based approach to wealth management, combining tax, estate planning, retirement, and investment expertise to craft personalized financial plans.

Call (614) 487-6040

Navigate to Visit website

About

Wealth Enhancement Group, established in 1997, is a registered investment advisor offering a collaborative, team-based approach to wealth management. The firm specializes in tax strategies, investment management, risk management & insurance, estate planning, retirement income planning, and financial planning.

With over 100 successful acquisitions, Wealth Enhancement provides centralized support, compliance, and technology infrastructure while preserving personalized client advice. The company also offers specialized solutions for businesses, including retirement plan consulting, business growth & exit planning, and employee benefits program management.

Team-based approach

Centralized support with decentralized advice

Over 100 successful acquisitions

Personalized client touch

Services

Comprehensive Wealth Management

A team-based approach to wealth management combining tax, estate planning, retirement, and investment expertise.

Personalized financial plans Integrated approach across all wealth management areas

Tax Strategies

Expertise in tax planning and preparation to optimize financial outcomes.

Strategic tax planning Tax preparation services

Investment Management

Tailored investment solutions aligned with client goals.

Plan-led investing™ Goal-based portfolio construction

Risk Management & Insurance

Protection strategies to safeguard wealth.

Insurance solutions Risk assessment and mitigation

Estate Planning

Strategies to preserve and transfer wealth efficiently.

Trust services Estate tax minimization

Retirement Income Planning

Ensuring a secure retirement income stream.

Retirement income analysis Social Security optimization

Credentials & Certifications

CFP®

Since 1997

Frequently Asked Questions

What sets Wealth Enhancement advisors apart? +

Their personal touch and the interplay between wealth accumulation and dissipation guide long-term financial planning.

How long have clients been with Wealth Enhancement? +

Many clients have been with the firm for over 25 years, noting significant financial improvement.

Do clients worry about market fluctuations? +

Clients express confidence that the team can manage market ups and downs, minimizing losses and maximizing growth.

What do clients say about the organization’s confidence? +

Clients feel their finances are well-managed and aligned with their goals, instilling confidence.

What specialized solutions does Wealth Enhancement offer for businesses? +

Businesses receive guidance on retirement plan consulting, business growth & exit planning, employee benefits program management, and plan sponsor support.