Wealth Enhancement Group, renowned for its comprehensive approach to wealth management and client-focused ethos, has made significant strides with its recent acquisition of Starfox Financial Services. This move not only enhances Wealth Enhancement Group's position in Texas but also expands its total client assets to over $85.3 billion.
Founded in 2006, Starfox Financial Services has built a solid reputation for its dedication to Faith, Family, Finance and provides a wide spectrum of wealth management services including financial planning, retirement planning, investment management, and estate planning. Led by Founding Partner & Wealth Advisor, Jose Palafox, and Partner & Wealth Advisor, Bill Friebel, the firm has catered to professionals, business owners, retirees, and their families, emphasizing personalized financial independence strategies.
Jeff Dekko, CEO of Wealth Enhancement Group, expressed enthusiasm about the acquisition, highlighting Starfox Financial Services's client-centric approach and strong community ties as pivotal reasons for joining forces. He emphasized the alignment of values between the two firms, ensuring a seamless integration that enhances client offerings, particularly in estate and tax planning.
Jim Cahn, Chief Strategy Officer at Wealth Enhancement Group, praised Starfox's team for their extensive credentials and collaborative wealth management approach. This strategic acquisition not only enriches client resources but also integrates Starfox's expertise into Wealth Enhancement Group's Roundtable™ team of specialists, bolstering comprehensive financial planning capabilities.
The addition of Starfox Financial Services marks Wealth Enhancement Group's sixth location in Texas, signaling its commitment to broadening regional presence and deepening client relationships across diverse demographics.
Wealth Enhancement Group, established in 1997, distinguishes itself with its UniFi and Roundtable™ processes, elevating the standard of personalized financial planning across its 115 offices nationwide. The firm caters to over 61,000 households, offering tailored financial plans and investment management services that reflect specialized knowledge and attentive client service.
