M&A Deal Summary

Wealth Enhancement Group Acquires Asset Management Resources

On December 19, 2023, Wealth Enhancement Group acquired financial services company Asset Management Resources

Acquisition Highlights
  • This is Wealth Enhancement Group’s 20th transaction in the Financial Services sector.
  • This is Wealth Enhancement Group’s 27th transaction in the United States.
  • This is Wealth Enhancement Group’s 2nd transaction in Massachusetts.

M&A Deal Summary
Date 2023-12-19
Target Asset Management Resources
Sector Financial Services
Buyer(s) Wealth Enhancement Group
Deal Type Add-on Acquisition

Target

Asset Management Resources

Hyannis, Massachusetts, United States
Asset Management Resources provides financial planning, wealth management, and portfolio management for those nearing or in retirement. Asset Management Resources was founded in 2008 and is based in Hyannis, Massachusetts.

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Buyer(S) 1

Buyer

Wealth Enhancement Group

Plymouth, Minnesota, United States
Category Company
Founded 1997
Sector Financial Services
Employees250
DESCRIPTION
Wealth Enhancement Group's corporate headquarters in Plymouth, Minnesota.
Wealth Enhancement Group's corporate headquarters in Plymouth, Minnesota.

Wealth Enhancement Group is a comprehensive wealth management firm that provides team-based financial planning, estate planning, retirement income planning, insurance, tax strategies, and investment management services. Wealth Enhancement Group was founded in 1997 and is based in Plymouth, Minnesota.

DEAL STATS #
Overall 27 of 32
Sector (Financial Services) 20 of 24
Type (Add-on Acquisition) 26 of 31
State (Massachusetts) 2 of 2
Country (United States) 27 of 32
Year (2023) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-14 Titus Wealth Management

Larkspur, California, United States

Titus Wealth Management provides clients with realistic and sustainable financial plans to support them as they approach and move into retirement. Titus Wealth Management was founded in 2005 and is based in Larkspur, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-03-28 Piermont Wealth Management

Melville, New York, United States

Piermont Wealth Management is an independent, SEC-registered financial advisory firm. Piermont Wealth Management was founded in 2000 and is based in Melville, New York.

Buy -
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