Ranked #38 in Charlotte
Wealth Enhancement Group
Guide Score: 19/100
Wealth Enhancement | Named one of the top RIA Firms by Barron’s for Wealth Management Services
Verified April 18, 2026
Wealth Enhancement Group is an established accounting firm based in Charlotte, NC. Reach them at 7045538006. Visit their website to learn more about their work. Located at 4521 Sharon Rd Ste 400. Reach them at 7045538006. Visit their website to learn more about their work. Located at 4521 Sharon Rd Ste 400. Located at 4521 Sharon Rd Ste 400. Reach them at 7045538006. Visit their website for more details on services and portfolio. The Charlotte accounting market is competitive, and Wealth Enhancement Group has distinguished themselves through consistent quality and client satisfaction.
How We Scored Wealth Enhancement Group
- Google Rating
- N/A/5 → 0/25 pts
- Review Volume
- 0 reviews → 0/15 pts
- Credentials
- CFP, CRS → 4/20 pts
- Press Recognition
- 0 mentions → 0/15 pts
- Web Presence
- 7/10 pts
- Experience
- N/A → 0/10 pts
- Profile Completeness
- 8/5 pts
Key facts
- Managing Partner
- Newsroom Careers
- Team size
- 8
- Based in
- Charlotte, NC
- Address
- 4521 Sharon Rd Ste 400
- Website
- https://www.wealthenhancement.com/
- Phone
- 7045538006
- info@wealthenhancement.com
- Certifications
- CFP
- CRS
Awards and recognition
- — 1990
Frequently asked questions
- What is Wealth Enhancement Group's ranking among CPAs in Charlotte?
- Wealth Enhancement Group is ranked #38 in Charlotte with a Guide Score of 19/100. This score is based on Google reviews, professional credentials, press recognition, web presence, and experience.
- What services does Wealth Enhancement Group offer?
- Wealth Enhancement Group's specific services are not yet catalogued in our directory. Review the firm's website at https://www.wealthenhancement.com/ or contact the firm directly for their current service offerings.
- What credentials does Wealth Enhancement Group hold?
- Wealth Enhancement Group holds the following credentials: CFP, CRS. These are verified against public professional registries.
- Where is Wealth Enhancement Group located and what areas do they serve?
- Wealth Enhancement Group is based in Charlotte, NC. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact Wealth Enhancement Group?
- To engage Wealth Enhancement Group: Visit https://www.wealthenhancement.com/ to review their services, or call 7045538006, or email info@wealthenhancement.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.