Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

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Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190 million in client assets and is led by Founder Larry Prozan. This partnership increases Wealth Enhancement Group’s presence in Northern California.

“We are thrilled to welcome Prozan Financial Services to the Wealth Enhancement Group family,” said Jeff Dekko, chief executive officer of Wealth Enhancement Group. “Their commitment to delivering exceptional financial planning services aligns with our mission to help clients achieve their financial goals. We look forward to working together to provide even greater value to our clients.”

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Prozan Financial Services was founded in 1988, and Larry has been a trusted advisor to his clients for decades. The firm serves both high-net-worth and middle market pre-retirees and retirees and offers asset management, wealth management, financial planning as well as retirement plan implementation and management. The team at Prozan Financial Services does not believe that ‘one size fits all’ when it comes to financial planning and has always listened to its clients to create a customized financial plan tailored to their unique needs.

Mr. Prozan shared, “After 35 years of being truly independent, Prozan Financial has decided to join Wealth Enhancement Group, a $60 billion firm to utilize their capabilities to offer even more creative solutions to the complex financial problems clients face. I am thankful that my key employee Wendy Sayan will be joining me in this process.”

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“Our extensive resources and infrastructure will allow us to further enhance the exceptional financial planning and investment management services that Prozan Financial Services’ clients have come to expect,” said Jim Cahn, chief investments & business development officer at Wealth Enhancement Group. “Our Roundtable™ team of specialists combined with our technology will provide even more opportunities to help clients achieve their financial goals. We are committed to delivering the highest level of service and advice to all clients, and we look forward to working with Larry and Wendy to do just that.”

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