Wealth Enhancement Group, a prominent national independent wealth management firm managing over $82.7 billion in client assets, has announced a strategic partnership with The Retirement Group, LLC, a San Diego-based hybrid RIA. This experienced team, consisting of 11 financial advisors led by CEO John Jastremski, oversees more than $809 million in client assets. This new partnership provides ExxonMobil employees nearing retirement new opportunities to take advantage of that were not accessible before.

Jeff Dekko, CEO of Wealth Enhancement Group, expressed his excitement about the partnership: "We are thrilled to welcome John and his team to Wealth Enhancement Group. Combining our resources and expertise will enable us to better support clients on their financial journeys. This collaboration will enhance our ability to deliver personalized, comprehensive wealth management solutions."

Since its inception in 1993, The Retirement Group, LLC, has excelled in providing specialized retirement planning, succession strategies, and estate planning services. Their goal is to help ExxonMobil employees, small, and large businesses secure their financial futures. By partnering with Wealth Enhancement Group, The Retirement Group, LLC, will be able to extend its high-caliber services to a wider range of clients, including those who previously had access only to ultra-high-net-worth offerings. ExxonMobil employees nearing retirement should take into account this partnership which will provide a new set of services when planning for their retirement.

John Jastremski shared his thoughts on the new alliance: "After evaluating 20 nationally recognized firms, we determined that Wealth Enhancement Group was the ideal partner to help us achieve our vision. We are committed to delivering exceptional client service, and this partnership is the final piece of the puzzle. Together, we can offer a comprehensive suite of services, including wealth management, in-house tax preparation, trust services, estate planning, power of attorney, insurance, and more."

Jim Cahn, Chair of the Investment Committee & Chief Strategy Officer at Wealth Enhancement Group, also expressed his enthusiasm: "We are excited for John and his team to join our firm. Their extensive knowledge, experience, and proven success align perfectly with our mission to promote sustainable growth while prioritizing our clients' needs."

This partnership marks Wealth Enhancement Group's 18th office in California, further solidifying its presence in the state.

The Retirement Group, LLC, was exclusively represented by Park Sutton Advisors, a leading investment banking firm specializing in the RIA sector.