Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, has announced that it will join forces with Marcum Wealth, an independent RIA headquartered in Cleveland, Ohio. The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer. Upon completion of the deal, expected to close in May 2025, Marcum Wealth’s client assets will be added to the $107.5 billion Wealth Enhancement currently manages.
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Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, “We are thrilled to partner with Marcum Wealth, a like-minded firm that shares our commitment to providing exceptional wealth management services. The partners’ backgrounds within an accounting firm environment makes the team uniquely positioned to deliver advanced planning to complex clients, such as business owners and multi-generational families. We look forward to welcoming the talented and knowledgeable Marcum Wealth team to Wealth Enhancement.”
Founded in 2006, Marcum Wealth has operated on the mission to provide tools, resources, and technology to their clients, empowering each client to become the “CEO of your money”. Marcum Wealth offers comprehensive financial planning and wealth management services for multi-generational families along with exit planning and retirement plan solutions for business owners. In addition to its Cleveland headquarters, the firm has ten additional office locations spanning the Midwest, Mid-Atlantic, New England, and Southeast regions.
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Eric Wulff, Chief Executive Officer of Marcum Wealth, said, “Our client’s best interests have been at the core of each decision our firm has made, and this rings true with our latest move to join Wealth Enhancement. We believe this partnership will allow us to deliver more value to our clients while continuing to serve them with the personalized, high-touch service they are accustomed to.”
Jim Cahn, Chief Strategy Officer of Wealth Enhancement, said, “As we continually strive to help more individuals achieve their financial goals, this partnership will allow us to tap into new markets nationwide, including Marcum Wealth headquarters in Cleveland, Ohio. We’re excited to begin this next chapter of growth together.”
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Berkshire Global Advisors served as exclusive financial advisor to Marcum Wealth on the transaction.
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Source – Businesswire
