Houston - San Felipe, TX

5599 San Felipe, Suite 900

Houston,

TX

77056

Meet with us
Hours
Day Time slot Comment
Mon: 8:30 am-5:30 pm
Tue: 8:30 am-5:30 pm
Wed: 8:30 am-5:30 pm
Thu: 8:30 am-5:30 pm
Fri: 8:30 am-5:30 pm

Teams at this location

Serving the greater Houston, Texas area, Wealth Enhancement Group provides financial management, advisory, and retirement planning solutions.

Resources from our advisors

Topic
Newsroom
Wealth Enhancement Group, a national independent wealth management firm with over $81.5 billion in client assets, announced that it will join forces with The Financial Advisory Group, LLC, an independent RIA in Houston, Texas. The team of seven financial advisors and 14 support team members manages over $1.22 billion in client assets and is led by founder, Richard J. Alphonso, J.D., CPA/PFS, M.S.T., AEP.
7/8/2024
PDF
Stock and bond markets finished 2023 in an impressive fashion. The S&P 500 increased 11.7% in the fourth quarter, finishing the year up 26.3%. Smaller capitalization stocks as measured by the Russell 2000 increased 14% for the quarter, gaining ground on large cap stocks, but finishing the year at a lower return of 16.9%.
1/1/2024