Announced

Completed

Wealth Enhancement completed the acquisition of Spectrum Wealth Management and Putman Group.

Synopsis

Wealth Enhancement, an independent wealth management firm, completed the acquisition of Spectrum Wealth Management, an independent, fee-based wealth management firm, and Putman Group, a full service CPA firm. Financial terms are not disclosed. "Spectrum Wealth Management is an impressive and highly credentialed team. We're particularly excited about their deep specialization in tax planning, which is a critical component of our integrated wealth management model," Jeff Dekko, Wealth Enhancement Chief Executive Officer.

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MergerLinks - Wealth Enhancement completed the acquisition of Spectrum Wealth Management and Putman Group.