Wealth Management Group

Wealth Management Group, based in Glenview, IL, has recently partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in Minneapolis, MN. This collaboration brings together two firms with similar philosophies and values, aiming to provide the best possible advice to their clients. With a team approach to comprehensive wealth management, Wealth Management Group continues to work closely with their clients, now backed by the expertise and resources of the entire Roundtable team at Wealth Enhancement Group.

With offices in Queensbury and Rochester, NY, Wealth Management Group remains committed to simplifying their clients' financial lives. Clients can expect to work with their trusted advisory team, including Senior Vice Presidents Sean Berger and Adam Mark, as well as Financial Advisors Jonathan Danise and Derek Donnarumma. The team is supported by dedicated professionals, including an office manager, client service associates, and team operations manager, ensuring personalized and efficient service.

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