Wealth Enhancement Expands with Acquisition of Danison Associates in Ohio
In a strategic move to bolster its footprint in Ohio, Wealth Enhancement has recently announced the acquisition of Danison Associates, Inc., an independent registered investment advisor (RIA) based in Columbus. This acquisition is particularly noteworthy as it marks Wealth Enhancement's entry into the Greater Columbus area while expanding its total client assets to over $103 billion, significantly enhancing its capacity to serve clients across the nation.
Danison Associates, founded in 1997 under the guiding principles of Honesty, Communication, and Performance™, has built a reputable presence in the wealth management industry. With a dedicated team consisting of two advisors, Dean Danison and Tracey Danison, along with two support staff, the firm has managed client assets exceeding $82 million. This experienced team brings a wealth of knowledge and commitment to client relationships, reinforcing the values they championed throughout their careers.
Jeff Dekko, the CEO of Wealth Enhancement, expressed enthusiasm regarding this acquisition, stating, "We are thrilled that Danison Associates is joining our firm. With the support of our centralized planning and a suite of estate, tax, and trust services, it's our firm belief that they will continue to flourish and deliver exceptional service to their clients."
The partnership promises to enhance the services available to Danison's clients, enabling the team to focus more on client engagement rather than back-office operations. Dean Danison voiced optimism about this new chapter, highlighting that the affiliation with a prominent firm like Wealth Enhancement allows for growth in their operational capabilities while maintaining a focus on personalized client service.
The acquisition not only enriches Wealth Enhancement's portfolio but also underscores the firm’s commitment to a tailored approach to wealth management. Jim Cahn, Chief Strategy Officer at Wealth Enhancement, emphasized that this new office represents an exciting opportunity for collaboration as they look forward to achieving mutual success in the coming years.
The acquisition was finalized on December 31, 2024, marking the 20th completed transaction for Wealth Enhancement in 2024 alone, a testament to its aggressive growth strategy in the wealth management sector.
Wealth Enhancement, established as an independent wealth management firm, has consistently aimed to elevate the standards of financial advisory services. Their innovative, team-based Roundtable™ process and the comprehensive UniFi technology provides clients with customized financial plans to meet their specific needs. With over 145 offices nationwide, the firm is dedicated to continually enhancing its capabilities and resources, all of which are instrumental in crafting the financial futures of its clients.
In conclusion, the acquisition of Danison Associates not only strengthens Wealth Enhancement's market position but also reflects the firm's unwavering dedication to client care and innovative financial solutions. For more information about Wealth Enhancement's services, you can visit their official website.
This acquisition is set to provide both parties with enriched resources and opportunities, ultimately benefiting their respective clients as they navigate the complexities of wealth management together.
Danison Associates, founded in 1997 under the guiding principles of Honesty, Communication, and Performance™, has built a reputable presence in the wealth management industry. With a dedicated team consisting of two advisors, Dean Danison and Tracey Danison, along with two support staff, the firm has managed client assets exceeding $82 million. This experienced team brings a wealth of knowledge and commitment to client relationships, reinforcing the values they championed throughout their careers.
Jeff Dekko, the CEO of Wealth Enhancement, expressed enthusiasm regarding this acquisition, stating, "We are thrilled that Danison Associates is joining our firm. With the support of our centralized planning and a suite of estate, tax, and trust services, it's our firm belief that they will continue to flourish and deliver exceptional service to their clients."
The partnership promises to enhance the services available to Danison's clients, enabling the team to focus more on client engagement rather than back-office operations. Dean Danison voiced optimism about this new chapter, highlighting that the affiliation with a prominent firm like Wealth Enhancement allows for growth in their operational capabilities while maintaining a focus on personalized client service.
The acquisition not only enriches Wealth Enhancement's portfolio but also underscores the firm’s commitment to a tailored approach to wealth management. Jim Cahn, Chief Strategy Officer at Wealth Enhancement, emphasized that this new office represents an exciting opportunity for collaboration as they look forward to achieving mutual success in the coming years.
The acquisition was finalized on December 31, 2024, marking the 20th completed transaction for Wealth Enhancement in 2024 alone, a testament to its aggressive growth strategy in the wealth management sector.
Wealth Enhancement, established as an independent wealth management firm, has consistently aimed to elevate the standards of financial advisory services. Their innovative, team-based Roundtable™ process and the comprehensive UniFi technology provides clients with customized financial plans to meet their specific needs. With over 145 offices nationwide, the firm is dedicated to continually enhancing its capabilities and resources, all of which are instrumental in crafting the financial futures of its clients.
In conclusion, the acquisition of Danison Associates not only strengthens Wealth Enhancement's market position but also reflects the firm's unwavering dedication to client care and innovative financial solutions. For more information about Wealth Enhancement's services, you can visit their official website.
This acquisition is set to provide both parties with enriched resources and opportunities, ultimately benefiting their respective clients as they navigate the complexities of wealth management together.
Topics Financial Services & Investing）
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