US EditionWealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets
- Wealth Enhancement announced its merger with Marcum Wealth, which manages over $4.3 billion in client assets, to enhance wealth management services.
- The merger, expected to finalize in May 2025, will increase Wealth Enhancement's assets under management from $107.5 billion by adding Marcum Wealth's $4.3 billion.
- Jeff Dekko expressed excitement about partnering with Marcum Wealth to offer advanced planning services to clients.
- Eric Wulff stated that the partnership aims to provide greater value and personalized service to clients.
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newportvermontdailyexpress.com+22 Reposted by 22 other sources
Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets
MINNEAPOLIS, March 26, 2025 /PRNewswire/ -- Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, has announced that it will join forces with Marcum Wealth, an independent RIA headquartered in Cleveland, Ohio. The team oversees more…
·Newport, United States
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