Wealth Enhancement Group of Miami

Wealth Enhancement Group of Miami is a Financial Planner in Miami, FL, located at 2665 South Bayshore Drive. The firm serves individuals, families, retirees, and business owners in the greater Miami area. Their team of financial professionals specializes in six core areas of wealth management: financial planning, investment management, tax strategies, retirement income planning, estate planning, and insurance. They assist clients with major life transitions such as retirement, career changes, and inheritance planning. The firm also provides employee benefits consulting for group life, health, disability, and retirement plans. Wealth Enhancement Group of Miami holds a rating of 5.00 based on 1 review.

The Miami team operates as part of a nationwide network but maintains a local presence to support clients through the Roundtable, a diverse group of specialists and advisors. All advisors in Miami are licensed fiduciaries who act in their clients’ best interests. They offer a complimentary Wealth Blueprint analysis for prospective clients, which includes a review of the current financial situation, three retirement scenarios, and portfolio recommendations. The firm does not sell proprietary products and uses a fee-based relationship structure. They support clients through face-to-face, phone, or virtual meetings.

In addition to general financial planning, the firm offers specialized trust services through Wealth Enhancement Trust Services. This team manages revocable, irrevocable, directed, discretionary, special needs, charitable, and dynasty trusts. They serve as both Directed Trustees and Traditional Trustees, handling accounting, distributions, tax return filing, and reporting. The trust team includes members with JD, MBA, Certified Trust and Fiduciary Advisor, and Certified Securities Operations Professional credentials. They administer trusts in partnership with clients’ lawyers and accountants.

The firm has a positive rating from the customers who have reviewed it.

Wealth Enhancement Group of Miami provides fiduciary financial planning and trust services to residents of Miami, FL.

The business sits on South Bayshore Drive, just a tenth of a mile from Grove Harbour Marina and the U.S. Coast Guard Station Hangar. It is also near Regatta Park and the Dinner Key neighborhood.

BizScoreAI gives the website a Technical score of 82 out of 100, which ensures the site is secure and easy for search engines to read. The Content Quality score is 75 out of 100, meaning the pages clearly answer customer questions in a way that AI assistants can quote directly.

Services:

• Data Visualization
• Demographic Data Provision
• Economic Statistics
• Estate Planning
• Insurance Solutions
• Investment Management
• Population Studies
• Retirement Planning