A complete list of active advisors currently associated with EN+ Wealth
Warmer can help you find a great advisor at EN+ Wealth or one who fits your needs even better.
EN+ Wealth provides investment advisory and financial planning primarily through a cloud-based B2C platform focused on underserved communities, including young and emerging families and Chinese and Asian individuals in the United States. The Platform offers portfolio management (discretionary and non-discretionary), model portfolios, access to pooled investment products (ETFs, mutual funds, interval funds and private placements), and a broad suite of planning services such as tax planning, budgeting, insurance, retirement and small-business advisory. The firm combines AI-driven tools (natural language processing and proprietary algorithms) with human financial experts to generate personalized recommendations, conduct due diligence on third‑party fund managers, and implement active asset allocation and rebalancing; it may act under limited power of attorney to execute trades when authorized. EN+ also integrates behavioral finance and psychological consulting into its process and provides regular client communication and reviews alongside educational materials. What is distinctive in the brochure is the Platform’s marketplace approach: EN+ publishes periodicals and newsletters, hosts seminars and workshops, and offers certain services on a subscription or one‑time fee basis, in addition to asset-based management fees. The firm also highlights capabilities that are less common among similar independent advisers — pension consulting and plan‑level and participant‑level reporting, engagement with pooled vehicles and private fund placements, and an explicit effort to connect clients and entrepreneurs to a private investments ecosystem.
To learn more about the advisors currently working at EN+ Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Munster, IN
| 6
|
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