Hours
| Day | Time slot | Comment | ||
|---|---|---|---|---|
| Mon: | 8:00 am-5:00 pm | |||
| Tue: | 8:00 am-5:00 pm | |||
| Wed: | 8:00 am-5:00 pm | |||
| Thu: | 8:00 am-5:00 pm | |||
| Fri: | 8:00 am-5:00 pm | |||
Serving the greater Charlotte, NC area, Wealth Enhancement Group provides financial management, advisory, and retirement planning solutions.
Resources from our advisors
Newsroom
Brett Boner, CDFA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond.”
“Social Security is a big thing to consider, not only in retirement, but in divorce,” said Brett Boner, a financial adviser at Wealth Enhancement Group.
7/27/2023
Newsroom
Kris Carroll CFA®, CFP®, Managing Director, Carolinas at Wealth Enhancement Group was quoted by Time in an article titled, “A Timeline of the Biggest Stock Market Crashes in U.S. History.”
5/14/2023
Newsroom
Terrell Stauffer, CFP® Financial Advisor at Wealth Enhancement Group was featured in a Yahoo Finance article titled, "Medicare Tax: Should High Earners Pay More? See What People Think."
4/8/2023
Newsroom
Kris Carroll, CFA®, CFP®, Managing Director of the Carolinas at Wealth Enhancement Group’s Charlotte office, has been recognized in the 2023 Best-In-State Wealth Advisors. ranking by Forbes.
4/2/2023
Newsroom
Kelly Graves, CFP®, of Wealth Enhancement's Charlotte, NC office, has been recognized in the 2023 “Top 1,200 Financial Advisors” ranking by Barron’s, a leading weekly financial magazine.
3/13/2023