Philadelphia Bar Association adds Wealth Enhancement Group as an Annual Partner
The partnership will give Association members access to Wealth Enhancement Group's extensive specialization in financial wellness and trust management.
PHILADELPHIA, PA – The Philadelphia Bar Association has entered into a two-year annual partnership agreement with Wealth Enhancement Group, a national independent wealth management firm with more than $66.8 billion in client assets. The partnership will give Association members access to Wealth Enhancement Group's extensive specialization in financial wellness and trust management through continuing legal education programs (CLEs), lunch-and-learns, thought leadership, and other opportunities.
The agreement expands the long-term relationship between the two organizations. Wealth Enhancement Group has been a financial advisor to the Association's staff pension plan since 2006 and is also a provider of financial planning services as a Bar Association staff benefit.
“We are excited to expand our partnership with Wealth Enhancement Group,” Philadelphia Bar Association Executive Director Harvey Hurdle said. “Our goal is to identify best-in-field annual partners who bring expertise that helps our members more effectively manage both the legal and business sides of their practices. Over the years, the Association staff has benefitted greatly from Wealth Enhancement Group's outstanding team of financial professionals, so deepening the relationship was a no-brainer.”
As part of the partnership, Wealth Enhancement Group also sponsored the Bar Association's 2023 Bench-Bar & Annual Conference in Atlantic City, N.J., and will also sponsor additional events in the coming years.
Wealth Enhancement Group will collaborate with the Bar Association's Continuing Legal Education Department on three CLE programs during the partnership and offer thought leadership content in the Bar Association's print and digital publications. Association leadership will also have the opportunity to meet and collaborate with Wealth Enhancement Group to discuss content and product areas important to the legal industry.
“We look forward to working more closely with the outstanding team at the Philadelphia Bar Association and the opportunity to engage more deeply with members on finance and investment topics that most impact their professional and personal lives,” said Paul J. Brahim, managing director, senior vice president and financial advisor at Wealth Enhancement Group.
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About the Philadelphia Bar Association
The Philadelphia Bar Association, founded in 1802, is the preeminent metropolitan association of lawyers in the United States. It is a keystone in the ongoing developments of the Philadelphia and Pennsylvania legal systems. With more than 200 years of dedicated service to stand on, the Philadelphia Bar Association is firmly rooted in the Philadelphia community as a steady and reliable bellwether. To learn more about the Association, visit here
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 90 offices - and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor and affiliate of Wealth Enhancement Group®. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law.
Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had $66.8 billion in client assets
