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

Is $60 Oil the New Norm?

December 18th, 2014 by

The world is finding more oil, and is using it more efficiently. This, combined with a weak global economy outside of the U.S., is causing a price war amongst the traditional oil producers led by The Organization of the Petroleum Exporting Countries (“OPEC”). Falling oil prices are generally a good thing for our economy, but […]

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How The Election Returns May Impact Your Investment Returns

November 11th, 2014 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 politics or investments or fun statistics. Now that the midterm elections are safely behind us, a lot of […]

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Volatility Is Up. So What?

October 16th, 2014 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. Professional investors know something that most people find impossible to believe: that the threat of scary ups […]

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