Wealth Enhancement Group, a national independent wealth management firm with $85 billion in client assets, announced it acquired Atlas Fiduciary Financial, an independent RIA with two offices in Sarasota, Florida and Oakland, New Jersey.
The team of six manages $219+ million in client assets and it is led by Founder & Chief Executive Officer, Laura Mattia and Partner & Chief Investment Officer Stephen Craffen.
Launched in 2020, Atlas Fiduciary Financial serves clients in Southern Florida, Northern New Jersey, and beyond. And the firm strives to provide transparency and tailored financial solutions and helps guide its clients through major life changes when the implications of decisions matter most. This team works with individuals preparing for retirement and already in retirement and has a specific specialization in working with widows, professionals, and business owners.
The addition of Atlas Fiduciary Financial marks Wealth Enhancement Group’s twelfth location in Florida and fifth location in New Jersey.
KEY QUOTES:
“I’d like to extend a warm welcome to Laura, Stephen, and their team at Atlas Fiduciary Financial. They take a science-driven approach to planning and investment management while keeping their clients at the heart of everything they do. The team has decades of experience in addition to exceptional academic credentials, and we look forward to bringing them on board.”
– Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group
“We are building the financial advisory team of the future where we view the client as our only boss and where advisors are educated in finance not sales. The recommendations we provide incorporate the science behind investment theory and household economics, and we strive to protect our clients and help them make optimal financial decisions.”
– Laura Mattia, Founder & Chief Executive Officer of Atlas Fiduciary Financial
“The team at Atlas Fiduciary Financial is passionate about creating personalized portfolios aligned with their clients’ goals and risk tolerance, and our firms share a client-first approach to everything we do. Our central resources will free up more of their time and increase their capacity so they can focus even more on delivering excellent service and advice to their clients.”
– Jim Cahn, Chief Strategy Officer of Wealth Enhancement Group
