Wealth Enhancement Group partners with The Retirement Group
Other - MAY 8, 2024

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Wealth Enhancement Group partners with The Retirement Group

by Released

Wealth Enhancement Group has joined forces with The Retirement Group, LLC, a hybrid RIA headquartered in San Diego.

The team of 11 financial advisors manages more than over $809 million in client assets and is 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,” said Jastremski. “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.”

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