M&A Deal Summary

Wealth Enhancement Group Acquires TrueNote Investment Advisors

On March 16, 2022, Wealth Enhancement Group acquired financial services company TrueNote Investment Advisors

Acquisition Highlights
  • This is Wealth Enhancement Group’s 16th transaction in the Financial Services sector.
  • This is Wealth Enhancement Group’s 23rd transaction in the United States.
  • This is Wealth Enhancement Group’s 2nd transaction in California.

M&A Deal Summary
Date 2022-03-16
Target TrueNote Investment Advisors
Sector Financial Services
Buyer(s) Wealth Enhancement Group
Deal Type Add-on Acquisition

Target

TrueNote Investment Advisors

El Cerrito, California, United States
TrueNote Investment Advisors offers investment management, personalized financial planning and retirement planning for individuals, families and small businesses.

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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 23 of 32
Sector (Financial Services) 16 of 24
Type (Add-on Acquisition) 22 of 31
State (California) 2 of 3
Country (United States) 23 of 32
Year (2022) 3 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-16 Napa Valley Wealth Management

St. Helena, California, United States

Napa Valley Wealth Management was founded in 1992 with the mission of helping clients plan, build and preserve their wealth. The firm offers investment management, personalized financial planning and retirement planning for individuals, families and small businesses.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-30 Financial Management Concepts

Winter Springs, Florida, United States

Financial Management Concepts is a provider of retirement planning, income distribution strategies, and low lifetime tax tactics. The firm also helps clients navigate the financial complexities surrounding the care of aging parents. Financial Management Concepts was founded in 1991 and is based in Winter Springs, Florida.

Buy -
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