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How We're Serving You Amid the COVID-19 Crisis

Wealth Enhancement Group | 2 min read


As COVID-19 continues to impact people’s daily lives, we want to assure our clients and community that health and safety remain top priorities at Wealth Enhancement Group.

Keeping Our Communities Healthy

As a company, we're practicing enhanced social distancing, which means we have limited staff in our physical office locations.

We ask that any office visitors refrain from entering if they meet any of the following criteria:

  • Are feeling unwell, or are actively displaying cold or flu symptoms (coughing, sneezing and/or fever).
  • Have returned in the past 14 days from a high-risk country for COVID-19, according to the CDC.
  • Have been in contact known to have COVID-19.

Serving You Remotely

With health and safety top of mind, you can now meet with a financial advisor without ever leaving your couch. There’s no need to put your financial plans on hold. With a virtual meeting, you get the full experience of our UniFi™ process from a safe distance.

Video Conference

Virtual Meetings

Our advisors are ready to serve you via phone or virtual conferencing.

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Secure File Sharing

File sharing through our Client Portal will ensure safe and secure transfer of financial documents. "E-signing" technology is also being used more widely.

Video Conference Call

Remote Collaboration

Our Roundtable™ team collaborates remotely to ensure your financial plan is covered from every angle.

Have more questions? Contact Your Advisor

or

Request a Meeting