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.
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:
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.
Our advisors are ready to serve you via phone or virtual conferencing.
File sharing through our Client Portal will ensure safe and secure transfer of financial documents. "E-signing" technology is also being used more widely.
Our Roundtable™ team collaborates remotely to ensure your financial plan is covered from every angle.