Wealth Enhancement, a national independent wealth management firm, has announced the acquisition of XO Wealth Management, an independent RIA in Dallas. The team of three advisers and three support staff oversees more than $516 million in client assets and is led by Matthew Fuller, founder and managing director; Stephen Valelly, managing director; and Carl Carlos, vice president.
XO Wealth Management provides comprehensive wealth management offerings to their clients including financial planning, wealth preservation and risk management. The team has more than 100 years of combined experience and specializes in working with high-net-worth and ultra-high-net-worth clients, entrepreneurs and business owners. XO Wealth Management crafts personalized plans designed to optimize their clients’ wealth today and ensure endurance for future generations.
