Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

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Wealth Enhancement Group has acquired The Retirement Group, LLC, a hybrid RIA headquartered in San Diego that manages over $809 million in client assets.

Led by Chief Executive Officer John Jastremski, the team of 11 financial advisors at The Retirement Group offers comprehensive retirement planning, succession strategies and estate planning services.

The Retirement Group is Wealth Enhancement Group’s 18th location in California.

Wealth Enhancement Group is an independent wealth management firm serving over 61,000 households from 115 offices nationwide.

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