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Wealth Enhancement Group has acquired Rock House Financial, a Utah-based registered investment advisor firm. Rock House Financial manages over $272 million in assets. The firm is located in Farmington and was founded in 1998 by Robert "Bob" Aamodt, who serves as the Senior Vice President. Vice Presidents Nicole Roberts and Zachary "Zack" Nelson also lead the firm.
Rock House Financial offers services including financial and retirement planning, asset management, and charitable giving strategies. Their client base includes business owners, women, and social media influencers. The team consists of financial advisor Rhett Sorensen, Office Manager Emily Aamodt, Client Service Managers Antonio Montes De Oca Jr. and Max Hanks, and Senior Client Service Associates Blaine Nyberg and Katie Miller. Rock House oversees 1,216 accounts.
This acquisition marks Wealth Enhancement Group's first location in Utah.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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