Wealth Enhancement Group is an independent wealth management firm based in Pittsford, NY. With a team-based approach and specialized knowledge, they provide personalized financial planning and investment management services to over 47,000 households nationwide. Their comprehensive wealth management services cater to high-net-worth individuals, families, small business owners, and those seeking retirement income. With a focus on asset management, tax strategies, risk management, estate planning, and retirement income planning, Wealth Enhancement Group aims to simplify and enhance the financial plans of their clients.
Since 1997, Wealth Enhancement Group has been dedicated to raising the standard of wealth management, offering tailored financial plans and attentive service. Their team of experienced financial advisors, including Jerry Furciniti, Ed Shill, and Dave Khalil, among others, are ready to address the diverse financial planning needs of individuals and businesses in the Pittsford area.
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