Wealth Enhancement Group Acquires Fintrust Capital Advisors

Wealth Enhancement Group is acquiring FinTrust Capital Advisors, LLC, a hybrid registered investment advisor (RIA) headquartered in Greenville, South Carolina with additional office locations in Anderson, South Carolina and Athens, Georgia. The team of 14 advisors and 13 support staff oversees more than $2.39 billion in client assets and is led by Chief Investment Officer, Allen Gillespie, CFA.

Jeff Dekko, chief executive officer of Wealth Enhancement Group, said, “It is exciting to expand our presence in the Southeast by joining forces with FinTrust Capital Advisors. Allen and his knowledgeable team are experienced at their craft. They create customized financial solutions tailored to their clients’ unique needs.”

Founded in 2007, FinTrust Capital Advisors offers advanced financial planning, investment management, and retirement plan services to their clients including business owners, professionals, and high-net-worth families.

“Our firm was built on the premise that the best wealth management advice combines investment management guidance, advanced financial planning, and tax strategies with strong client relationships,” said Gillespie. “Joining Wealth Enhancement Group allows us to strengthen that promise by tapping into their robust network of central services.”

Jim Cahn, chief strategy officer of Wealth Enhancement Group, said, “We are pleased FinTrust Capital Advisors has chosen to join Wealth Enhancement Group. Our firms have a similar dedication to comprehensive wealth management and top-tier client service which we believe will make for a highly complementary relationship.”

Park Sutton Advisors, a Waller Helms company, served as the exclusive financial advisor to FinTrust Capital Advisors.

Related Posts
5 for 2025
Read More

5 for 25

Don Trone says ‘B’ all you can be in 2025 when it comes to improving retirement outcomes
Total
0
Share