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Wealth Enhancement Group

Engaged Employer

Wealth Enhancement Group reviews

3.7

63% would recommend to a friend

(76 total reviews)
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Jeff Dekko

99% approve of CEO

66% positive business outlook

Wealth Enhancement Group has an employee rating of 3.7 out of 5 stars, based on 76 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Wealth Enhancement Group employee rating is in line with the average (within 1 standard deviation) for employers within the Financial Services industry (3.7 stars).

Reviews by job title

76 reviews
5.0
Mar 16, 2026
Recommend
CEO approval
Business Outlook

Pros

WEG is one of those places where you go to be challenged, it will push and you will learn. There is a ton of opportunity to raise your hand and lean into different projects. It’s not for people that want the same thing day in and out. This is a high growth company which means technology, AI or a new m&a could pivot the way we work. People who are energized by the bobbing and weaving will flourish here - the overall vision never falters. It’s how we get there that evolves. The company is always seeking to improve from a culture standpoint there’s employee resource groups, mentorship’s, tons of guest speakers, book clubs, company wide competitions (fitness, reading and generosity) we have summer Fridays and a healthy PTO policy along with numerous holidays. They invest in development like conferences and courses. We also believe in pilots - test, learn and fail fast to refine. Nothing is “this is just the way it is,” You’ve got great ideas? Flag them and we can likely build. I’ve never felt surrounded by so much opportunity, I just wish there was more time to build. I love working here, is it alot somedays? Yes. Do I enjoy the people and the passion/energy of those around me? Yes! So many helpful and smart people to engage with. Do I feel we are making a difference? Definitely.

Cons

Working fully remote can come with its challenges the flow of information can be a lot, expect a lot coming at you but you’ll learn to weed out the noise. M&A and new team flow can be hectic, a lot of balls in the air can create a little bit of overwhelm at times. Management genuinely seems to care though, they will push you but they will also listen and work with you to prioritize when challenges arise. Work life balance will fall on you to manage, there always more than enough work to go around. Many leaders have started to schedule teams messages & emails for working hours and that’s helped but the different time zones can create activity - you don’t always have to check ;)

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Wealth Enhancement Group Response
2mo
We value your perspective and your thoughtful review. Work-life balance is essential, and we’re exploring more ways to help employees feel supported in this area. Your input helps us identify opportunities for improvement.
3.0
Jan 10, 2024
Recommend
CEO approval
Business Outlook

Pros

Initially, I enjoyed working at Wealth Enhancement Group. I liked the smaller company. Pay was good. Benefits were good. I was able to work remotely. Our team expanded (somewhat) as the work expanded.

Cons

All was going well, but then I was trying to do the job of more than one person. And instead of hiring more to the team to get ahead of the work and create efficiencies, multiple people from our team were laid off. And apparently from a few other key teams that provided daily support for the field folks. Yet the company continued to gain more field offices. I'm not sure how they expect to provide adequate support. When I first started, the help desk did not have anywhere near enough people and you could sit on hold for a few hours waiting for someone to answer. I'm sure it isn't quite that bad, but I am just remembering that and wondering what it was like after the layoffs and the field folks trying to get help from these reduced departments.

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Wealth Enhancement Group Response
3mo
We’re sorry your experience didn’t reflect what we strive for. Growth brings change, and we’re working to make sure that progress doesn’t come at the expense of employee experience. Your perspective helps us maintain balance during expansion. Strong leadership is key to a positive experience. We’re committed to fostering leadership that prioritizes clear communication, accountability, and support.
2.0
Sep 4, 2023

Avoid

Recommend
CEO approval
Business Outlook

Pros

Wealth Enhancement trust services offers better than average compensation and benefits. The clients are generally pretty nice and easy to work with. Of course there will be the high maintenance ones, but for the most part they tend to be outliers.

Cons

Absolutely awful work environment. There is virtually no onboarding process whatsoever. you’re just expected to know each internal process and system. There are several very long time employees who want nothing to do with new hires and gate keep information. Management has been told and either won’t or can’t do anything about them. Clients can definitely tell things are “different” since WEG took over and some are leaving. There’s been incredible turnover amongst the new staff and nothing is changing to make things better. I would never recommend working here to anyone.

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Wealth Enhancement Group Response
3mo
We appreciate you being honest and sharing this. We are always making improvements to our onboarding processes and want to ensure that our employees have access to the resources and information needed to successfully perform their roles.
Viewing 1 - 3 of 76 Reviews

Glassdoor has 82 Wealth Enhancement Group reviews submitted anonymously by Wealth Enhancement Group employees. Read employee reviews and ratings on Glassdoor to decide if Wealth Enhancement Group is right for you.