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 | |||
Teams at this location
Serving the greater Oakland, California area, Wealth Enhancement Group provides financial management, advisory, and retirement planning solutions.
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Resources from our advisors
Newsroom
Bob Welch, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Kiplinger in “The Pros' Investment Strategies for Today's Market.”
6/12/2023
Newsroom
Bob Welch, Senior Vice President and financial advisor at Wealth Enhancement Group was quoted in a USA Today article titled, “What Are Required Minimum Distributions?”
3/27/2023
Newsroom
Wealth Enhancement Group, a national independent wealth management firm with over $55.2 billion in total client assets, today announced the acquisition of BTR Capital Management, Inc. (BTR), an independent RIA located in Oakland, California. BTR’s team of nine advisors and five support staff, led by President and CEO John Stratton, oversee more than $1 billion in client assets. This partnership furthers Wealth Enhancement Group's growth in key markets, such as Northern California.
11/18/2022
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3/31/2022
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3/31/2021