Vantage Pointe Team (formerly FPG Private Wealth)

EST. AUM
$532,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Indianapolis
CRD Number
Website wealthenhancement.com
Client types

Overview

The Vantage Pointe Team was created after Wealth Enhancement Group acquired the FPG Private Wealth team, which managed $532 million in client assets. The firm provides integrated, comprehensive financial guidance, acting as a fiduciary advisor. Their core process involves a complimentary consultation and crafting a comprehensive financial plan, emphasizing adapting to client needs across every dimension of their financial life.

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Vantage Pointe Team (formerly FPG Private Wealth)

Platform Details

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