Wealth Enhancement Group
Financial Advising
Why pick this one
Wealth Enhancement serves Hickory with investment, retirement, estate, tax, insurance, and financial planning backed by a nationwide specialist network.
Best for
- Hickory households with $500,000 or more in investable assets
- Clients needing coordinated investment, retirement, tax, estate, and insurance planning
- Retirement income planning
- Business owners seeking growth and exit planning
- Clients with complex wealth needs requiring specialist support
Look elsewhere if
- Households with less than $500,000 in investable assets
- People seeking emergency financial services or immediate response times
Specialties
- investment management
- financial planning
- retirement income planning
- estate planning
- tax strategies
- risk management and insurance
- trust services
- tax preparation
- business growth and exit planning
- private client services
- employee benefits programs
- retirement plan consulting
- employee retirement account management
- special needs planning
Certifications
- CFA
- CIMA
What makes them different
- Hickory office at 201 Government Ave SW, Suite 105
- Advisor teams are backed by a nationwide network of specialists
- Roundtable approach provides access to hundreds of specialists, including niche expertise such as mineral rights and antiquities appraisals
- Advisory teams generally serve households with $500,000 or more in investable assets
- Complimentary, hand-crafted Wealth Blueprint offered during the consultation process
- Years in business
- 29
- Serves
- Hickory
Distilled from this business's own website.
Contact & Location
- Address
- 201 Government Avenue Southwest, Hickory, NC 28602
- Phone
- +1 800-492-1222
- Website
- https://www.wealthenhancement.com/location/hickory-nc
- info@wealthenhancement.com
Services
- financial management
- financial advisory
- comprehensive wealth management
- retirement planning
- investment management
- estate planning
- tax planning
- insurance consulting
- business consulting