Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets.
At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our fundamental purpose is to work as a team to do what's best for the client, and we deliver on that promise in three ways:
1) A Roundtable team of specialists. Our team-based approach to financial planning helps ensure that our clients' plans are covered from all angles, including tax strategies, estate planning, insurance, retirement income planning and investment management.
2) Independence. As a privately-held firm, we aren't beholden to any Wall Street bosses, and we don't have any proprietary products to sell. We're able to give our clients unbiased, objective advice that's in their best interests.
3) Values-Driven Planning. We take the time to get to know each and every one of our clients' fundamental values, as we believe these provide the firmest foundation for any financial plan.
Wealth Enhancement Group currently serves clients via 13 offices throughout Minnesota and Iowa.
|Firm Start Year:||1997|
|Name of Broker/Dealer:||LPL Financial|
|I work with the following types of clients:||Retirees , Individual Investors|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||General Insurance License|
Securities registrations are held at LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Wealth Enhancement Advisory Services, a registered investment advisor.
Peg, a Senior Financial Advisor, Partner and Registered Financial Consultant (RFC), is an industry veteran who has specialized in financial consulting for 30 years. Her extensive knowledge of investments, tax and the marketplace gives her the ability to recommend and implement effective strategies to meet the needs of her clients. Peg's tireless pursuit of new information distinguishes her among her peers and has made her a popular and frequent co-host of Wealth Enhancement Group's "Your Money" radio show on WCCO.
Peg is a three-time winner of the FIVE STAR Best in Client Satisfaction Wealth Manager award, as seen in the Minneapolis?Saint Paul Magazine and Twin Cities Business magazine. In 2012, Registered Rep. recognized Peg Webb as one of the Top 50 Independent Broker/Dealer Women Advisors. Her personal goal of building a relationship with each client based on integrity and trust drives the success of her practice. Peg lives in Bloomington, MN, with her husband Mike. She enjoys working on her golf game in a sunny vacation locale.
**¹ Award criteria based on survey evaluations in the following areas: customer service, integrity , knowledge, expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations and overall satisfaction.
**² Advisors are ranked by assets under management, effective Nov. 1, 2011.
|Dundas||Elko New Market|
|Inver Grove Heights||Jordan|
|Saint Paul||Saint Paul Park|
|South Saint Paul||Spring Park|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|