Wealth and Asset Management
Wealth Enhancement Group Acquires Wealth Manager
Wealth Enhancement Group has announced the acquisition of Napa Valley Wealth Management and TrueNote Investment Advisors, Inc. The firms are led by President and Chief Investment Officer Kelly Crane CFP®, CLU, CFA, a Forbes Best-in-State Wealth Advisor, and oversee more than $400 million in client assets. They are headquartered in…
Continue Reading
Subscribe to unlock the full article and access premium financial content.