Wealth Enhancement Group, a national independent wealth management firm with $82.1+ billion in client assets, announced that it joined forces with Gavin Financial Group in Midland, Michigan. This team of five manages over $658 million in client assets and is led by Owner and Financial Advisor, Michael Gavin, CFP.
Launched in 1996, Gavin Financial Group has served the Great Lakes Bay Region and beyond for over 27 years. And the firm strives to provide financial freedom by assisting clients with comprehensive life planning and prudent investment management which allows them to pursue their dreams with confidence. This team works with pre-retirees, retirees, and high-net-worth families, and their goal is to assist multiple generations.
Troutman Pepper Hamilton Sanders LLP served as legal advisor to Gavin Financial Group, and Gavin Financial Group was exclusively represented by Advisor Growth Strategies, a leading management consulting and transaction advisory firm.
The adding of Gavin Financial Group marks Wealth Enhancement Group’s sixth acquisition of 2024.
KEY QUOTES:
“We are delighted to announce the addition of Gavin Financial Group and expansion in the Michigan area. The team offers comprehensive planning to a variety of clients, and their focus on the fine details of someone’s life aligns with our detailed planning approach.”
- Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group
“We owe it to our valued clients to find the right fit and culture as a long-term partner. After several years of due diligence alongside trusted consultants, advisors, and our peer group, we are excited for the clients and team of Gavin Financial Group to join the highly reputable and client-focused firm of Wealth Enhancement Group.”
- Michael Gavin, Owner of Gavin Financial Group
“We are happy to announce that Michael Gavin and the team at Gavin Financial Group have joined Wealth Enhancement Group. The team supports their clients’ personal goals through professional investment management and strategic planning, and we look forward to bringing them on board.”
- Jim Cahn, Chief Strategy Officer of Wealth Enhancement Group
