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

Peter Lowden Appointed to the Key Biscayne Investment Advisory Committee

Congratulations to our Chief Investment Officer Peter Lowden, who was recently appointed to the Key Biscayne Investment Advisory Committee by the Mayor and Council of The Village of Key Biscayne.  Key Biscayne is an incorporated suburb of Miami, Florida, and is where Peter resides. The purpose of this volunteer advisor committee is to provide recommendations […]

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Market and Economic Commentary — April 2015

April 21st, 2015 by

A New Market Environment In this Issue: ✓First Quarter 2015 Recap Overseas stocks dramatically outperformed U.S. stocks in the first quarter. The primary cause is the European Central Bank (“ECB”) finally starting their “quantitative easing” program and the resulting economic stimulus. The U.S. economy is still in good shape, even as we start on our […]

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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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