Wealth Enhancement Group
Business details
- Category
- Financial Services · Financial advisor, Financial consultant, Financial planner, Investment service
- Address
- 1999 Harrison St #1530, Oakland, CA 94612
- Phone
- (415) 989-0100
- Website
- wealthenhancement.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Downtown Oakland and East Bay families turn to Wealth Enhancement Group for personal financial planning, investment management and tax consulting that keeps long-term goals clear and on track. We work with individuals, families and business owners across Oakland and the wider East Bay, building plans around the milestones that matter most to each client.
Our advisors take the time to understand your full financial picture before recommending any strategy, so every plan fits your goals, your timeline and your comfort with risk. We combine investment management with tax consulting, so decisions about saving, investing and taxes work together rather than in isolation.
Clients tell us they value the clear, patient explanations we give at every step, so you always know what we're doing with your money and why. Our Oakland team is here to review your situation and answer your questions, whether you're just starting to plan or refining a strategy you already have.
Request a meeting through our booking page to start the conversation.
Our advisors take the time to understand your full financial picture before recommending any strategy, so every plan fits your goals, your timeline and your comfort with risk. We combine investment management with tax consulting, so decisions about saving, investing and taxes work together rather than in isolation.
Clients tell us they value the clear, patient explanations we give at every step, so you always know what we're doing with your money and why. Our Oakland team is here to review your situation and answer your questions, whether you're just starting to plan or refining a strategy you already have.
Request a meeting through our booking page to start the conversation.