Greater Minneapolis-based independent wealth management firm Wealth Enhancement Group has acquired CJM Wealth Management, a hybrid registered investment adviser (RIA) based in Deer Park, N.Y., with more than $440 million in client assets. Financial terms of the transaction, which closed Sept. 1, were not disclosed.
The acquisition gives Wealth Enhancement Group a third location in the strategically important state of New York and fifth in the Tri-State area.
