Wealth Enhancement Group acquires hybrid managing $371 million
Legacy Financial Planning has offices in Rochester and Oswego, New York, and Naples, Florida.
Wealth Enhancement Group, a Minneapolis-based firm with $60.6 billion in assets, said Wednesday that it’s acquired Legacy Financial Planning, a hybrid firm that oversees $371 million in client assets.
Legacy Financial Planning has offices in Rochester and Oswego, New York, and Naples, Florida.
The firm is led by co-founder and CEO Tammy Mogilski and co-founder and president Brian Bedford.
Advisor Growth Strategies was Legacy Financial Planning’s advisor on the transaction.
[More: Wealth Enhancement Group acquires $1.6 billion RIA]
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