The firm adds Lake Tahoe Wealth Management and Sherpa Wealth Strategies, expanding its national footprint and increasing total client assets to over US$148.2 billion.
American independent wealth management firm Wealth Enhancement has expanded its portfolio with two acquisitions in quick succession, adding Lake Tahoe Wealth Management and Sherpa Wealth Strategies to its platform. Lake Tahoe specialises in financial planning, portfolio management and retirement planning The transactions, announced on 5 May and 7 May respectively, reflect the firm’s continued expansion across key regional markets and its focus on lifecycle-based financial planning capa