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Wealth Enhancement Group acquires $236m AUM RIA firm
Other - DECEMBER 20, 2023

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Wealth Enhancement Group acquires $236m AUM RIA firm

by Released

Wealth Enhancement Group, a national independent wealth management firm with more than $71.7 billion in client assets, has acquired Asset Management Resources, an independent RIA in Hyannis, Mass. The team, led by J. Christopher Boyd, will bring approximately $236 million in assets under management.

Since 2008, Asset Management Resources has provided financial planning, wealth management and portfolio management for those nearing or in retirement.

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