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 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.”
2015 had many twists and turns, but from a financial market perspective, it was effectively a road to nowhere when looking across a variety of asset classes. In U.S. equity markets, large company stocks (large cap) barely moved as just a few sectors and stocks were big winners. In the broad market, many stocks performed […]
We are pleased to share with you an article written by David Kauffman, a Wealth Manager at Pinnacle Advisory Group and a former attorney. We invite you to share it with anyone who may be interested. This is general information that may not apply to your specific situation. As always, please call us at (305) […]
We are pleased to share with you a message by Ken Solow, Founding Partner and Chairman of the Investment Committee at Pinnacle Advisory Group. Many of you met Ken at our client event in July. Since almost all of our clients are now in Pinnacle’s investment models, we thought that you might like to read his thoughts on […]