An $809 million registered investment advisor headquartered in San Diego, California, is the latest firm to join Wealth Enhancement Group.
The national independent wealth management firm’s fourth addition so far in 2024 marks its 18th location in the Golden State and takes its total assets under management to $82.7 billion across its 115 offices.
The firm joining WEG is The Retirement Group, a team of 11 financial advisors led by CEO John Jastremski.
"After interviewing 20 large, nationally recognized firms, we felt our vision to offer premier services to corporate retirees and small business owners could only be met by partnering with Wealth Enhancement Group,” he said. “We have focused on going above and beyond in client services, and we believe this partnership is the final piece of the puzzle. By teaming up with Wealth Enhancement Group, we will be able to provide a robust range of client services, including comprehensive wealth management, in-house tax preparation, trust services, estate planning, power of attorney, insurance, and much more."
WEG has already added a $226 million firm in Florida, a $502 million firm in Maryland, and a $136 million firm in Ohio. It has also hired some experienced wealth management industry executives to bolster its leadership team.
Jim Cahn, chair of the Investment Committee & chief strategy officer, commented on the firm’s latest advisor team acquisition.
"We are excited for John and his team to join our firm. Their knowledge, experience, and proven track record complement our mission to foster sustainable growth while keeping our clients at the center of everything we do."
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