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 | |||
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Serving the greater Pittsford, New York area, Wealth Enhancement Group provides financial management, advisory, and retirement planning solutions.
Resources from our advisors
Blog
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019, and its “sequel,” the SECURE Act 2.0 was passed a few years later in December 2022. While the list of changes from these two pieces of legislation could warrant a short novel, let’s take some time to dissect a related issue I have been helping next-generation clients with.
10/15/2023
Newsroom
Edward Silversmith Jr. CFP®, CPWA®, and Associate Portfolio Manager at Wealth Enhancement Group was featured by CNBC in “Is Financial Stress Hurting Retirement Savings? 4 in 10 Workers With.”
9/5/2023
Blog
Trusts are popular estate planning tools used to transfer assets to beneficiaries while minimizing the effect of estate taxes. Spousal trusts, also known as marital trusts, fall into a subclass of trusts that can help you reduce the size of your estate for tax purposes while providing financial security for your spouse, family, and other beneficiaries.
5/1/2023
Blog
Learn how layoffs impact equity compensation like RSUs, ISOs, NSOs, and ESPPs. Discover your options, tax implications, and strategies to make the most of your stock benefits.
11/10/2022