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Alice M

Series 66

Jupiter, FL

Wealth Enhancement Advisory Services, LLC

Alice Mcelhinney is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Triad Advisors, and MetLife Securities. Outside of her advisory role, she is involved with Pinnacle Tax LLC, a tax preparation and accounting business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a variety of specialized financial planning and asset management services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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