Wealth Enhancement Group Buys $123+ Million Hybrid RIA Peak Financial
By Amit Chowdhry ● Jul 17, 2024
Wealth Enhancement Group, a national independent wealth management firm with over $85.4 billion in client assets, announced it acquired Peak Financial Services, a hybrid RIA located in Northborough, Massachusetts. Peak Financial Services oversees more than $123 million in client assets and is led by Founder & President, Kevin O'Brien, CFP, AIF, CAP.