What financial challenges are you facing?

When you are faced with life’s challenging transitions, you need a guide, a coach, a sounding board to help you make good financial decisions. The compassionate, experienced, professional financial planners at The Enrichment Group are there to support you, to offer sound financial planning advice, along with precision investment management strategies.

 
 
 
 
 
 

Your Professional Financial Planning and Investment Management Team

The Enrichment Group is a team of dedicated financial professionals committed to leading our clients through life’s most challenging transitions. When your normal order seems to fail, and the foundations of your personal and financial life are rocked, we offer real, complete and lasting solutions. We help our clients move past challenging personal and financial obstacles, providing a sense of clarity in an increasingly complex financial world.

Ongoing comprehensive financial planning maintains our clients’ progress. Our customized, professional investment management plan supports our client’s wealth management objectives, while minimizing risk at all times … helping our clients achieve “A Lifetime of Enrichment.”

Learn More About the Enrichment Group →

SECURITIES OFFERED THROUGH WESTMINSTER FINANCIAL SECURITIES INC MEMBER FINRA, SIPC

Contact Us

Contact Us

(305) 274-1600
7355 S.W. 87 Avenue
Suite 300
Miami, FL 33173
info@theenrichmentgroup.com

A Financial Services Firm You Can Trust

Proven Experience

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Our financial planning and investment services firm has proudly enriched the lives of our clients and employees for more than 25 years.

Advice You Can Trust

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Our transparent, fee-based compensation allows our team to provide the best financial advice without conflicts of interest.

Passionate People

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Our employees are passionate about helping people build a solid financial future.

Credentialed Expertise

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Our credentialed team consists of 5 CERTIFIED FINANCIAL PLANNER™ Practitioners, 2 Chartered Financial Analysts, 1 CPA/PFS, 1 Certified Financial Divorce Analyst (CDFA) and 3 Certified Paraplanners.

Our Latest Financial Articles

The Risk of Abandoning Diversification

February 13th, 2015 by

The following article is written by our good friend Bob Veres, publisher of the financial planning newsletter Inside Information. It has been slightly edited. Feel free to share this with anyone you know who is interested in investments. When it comes to investing in the stock market, the risk that everybody talks about is the […]

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What’s Going On With My Portfolio?

January 28th, 2015 by

We understand that you are likely to be disappointed with your portfolio returns for 2014.  In this piece, I’ll review the very real global problems causing this lackluster performance, and the actions we have taken and continue to take to mitigate these effects, while protecting your portfolio from the expected challenges of the current global […]

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Market and Economic Commentary — January 2015

January 21st, 2015 by

The Global Expansion That Wasn’t In this Issue: 2014 In Review – If there is one thing investors will remember about 2014, it will likely be the unexpected collapse in oil prices in the second half of the year. At least that gave everyone a little extra spending money during the holidays. While the decline […]

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