Acquisition History Planning Solutions Group was acquired by Wealth Enhancement Group in 2019, indicating resilience and integration into a larger platform. This history suggests potential for cross-sell opportunities to Wealth Enhancement Group client base and leverage the combined assets knowledge for expanded service offerings.

Asset Footprint With over 1.3 billion in combined client assets at the time of acquisition and revenue in the multi-million range, the firm demonstrates a substantial client base and scale. This signals opportunities to offer enhanced retirement, estate, and business succession planning to a high-net-worth audience.

Integrated Advisory Model The company emphasizes a team-based, cross-disciplinary approach involving in-house specialists, attorneys, accountants, and brokers. This aligns well with firms seeking comprehensive wealth solutions and presents a path for partnerships or referrals with professional networks.

Regulatory & Licensing Scope Licensed in multiple states and collaboration with Triad Advisors for securities, the firm has regulatory breadth and access to a wide geographic market. There is potential to expand services to additional states or to leverage the platform to onboard more advisors seeking independent, hybrid advisory models.

Tech Stack Readiness Utilizes standard digital infrastructure (AWS, WordPress, analytics, SEO tools) which supports scalable client engagement and digital marketing. This foundation enables targeted digital outreach, content marketing campaigns, and data-driven lead nurturing to attract affluent clients and grow AUM.