Announced
Synopsis
Wealth Enhancement Group, a wealth management firm, agreed to acquire Walnut Creek Wealth Management, an advisory company. "The West Coast is a prime focus for us as we continue to expand our financial-planning based approach to client service, which is undergirded by the strategic investments we have made in process and technology, as well as the scale we have built on both local and national levels. We are thrilled to bring aboard a team with the level of experience and knowledge that Bernie Smit, Damien Couture and Debbie Pursey possess, and we look forward to helping them achieve new levels of growth and efficiency in their business. I have no doubt that we will achieve great things together," Jeff Dekko, Wealth Enhancement Group CEO.
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