Wealth Enhancement Group

Wealth Enhancement Group operates a Rochester-area office at 2000 Winton Road South in Brighton, NY. The firm was founded in 1997 by four financial professionals in Minneapolis and has since grown into a nationwide advisory practice headquartered in Plymouth, Minnesota. As of 2024, the company manages over $100 billion in client assets across more than 165 offices. The Rochester location is staffed by the 321 Team, a group of advisors and client service professionals serving individuals and families throughout the greater Rochester region.

The Winton Road South office provides a range of financial planning and advisory services, including:

• Financial planning and investment management
• Retirement income planning
• Tax planning and strategies
• Multi-generational estate planning
• Insurance planning
• Customized wealth management solutions

Advisors at this location hold Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations. The firm operates as a registered investment advisor through Wealth Enhancement Advisory Services, LLC, meaning its advisors serve in a fiduciary capacity. Trust services are available through Wealth Enhancement Trust Services, Inc., a South Dakota-chartered trust company. The office is open Monday through Friday, 8:00 AM to 5:00 PM.

Wealth Enhancement Group is known for its team-based advisory model, which the firm calls its Roundtable™ approach. Rather than assigning a single advisor to each client, this structure brings together specialists in financial planning, investment management, tax strategy, and estate planning to collaborate on client cases. The Rochester office reflects this model through the 321 Team, led by Senior Vice President and Financial Advisor Adam Mark, CFP®, CEPA®, alongside Financial Advisor Derek Donnarumma, CFP®, and supported by dedicated client service and operations staff.

The office is located at 2000 Winton Road South, Building 4A, Suite 206, in the Town of Brighton, just south of the intersection of Winton Road South and Westfall Road. This stretch of Winton Road sits in a commercial corridor near Brighton Town Park and is accessible from Interstate 390 and Route 15. The building is part of a multi-tenant office complex with on-site parking. The surrounding Brighton neighborhood is a well-established suburban area southeast of downtown Rochester, with retail and dining options nearby along Monroe Avenue and Twelve Corners.