Philadelphia, PA 1818 Market St Office

Michael Clatterbuck is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Levy Wealth Management Group, LLC and LPL Financial. Outside of his advisory role, he is involved with LWMG Holdings, LLC, a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by quantitative and fundamental research.

Wesley Wasserman is a CFP® with two years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC, and has prior experience at LPL Financial LLC and Levy Wealth Management Group. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.

Victor Levy is a CFP® with 31 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously led Levy Wealth Management Group, LLC for 12 years and spent over two decades at LPL Financial, LLC. In addition to his advisory work, he is the author of "The Kitchen Table Financial Plan" and serves as president of Leon L Levy & Associates, a firm that sells fixed insurance products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Joseph Robostello is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at LPL Financial and BNY Mellon Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers, supported by an internal Investment Committee.

Rexford Schilgen is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has previously worked at Levy Wealth Management Group, LPL Financial, and Pershing LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.

Jason Lawrence is a financial advisor at Wealth Enhancement Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Levy Wealth Management Group, PST Advisors, and Axa Advisors. He also serves as a vice president and financial advisor at Wealth Enhancement Group in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic allocation approach that combines passive and active management guided by an internal Investment Committee.

Domenic Hipple is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Financial and The Vanguard Group, Inc. Outside of his advisory work, he has been involved with the NFL Alumni Association. Wealth Enhancement Advisory Services provides financial planning and asset management to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Timothy De Carolis is a CFP® with five years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial, Levy Wealth Management Group, and JP Morgan Chase and Co. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active strategies, overseen by an internal Investment Committee.