Scottsdale, AZ E Camelback Rd Office

Team
Updated today

Client AUM

$111,601,546,975

Clients

80,986

Advisors

2

Of 1,001 advisors across 316 offices

Location

6991 E Camelback Rd, Suite D300

Scottsdale AZ 85251

Advisors at this office

2

Advisors at this office

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Andrew G

CFA®, Series 66

Scottsdale, AZ

Wealth Enhancement Advisory Services, LLC

Andrew Galler is a CFA® charterholder with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at John Hancock Advisers, LLC and Bank of America. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

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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Christopher R

CFP®, Series 66

Scottsdale, AZ

Wealth Enhancement Advisory Services, LLC

Christopher Roger is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Bayntree Wealth Advisors, Bank of America, and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation, passive and active management, and research-driven factor premiums, supported by an internal Investment Committee and various program offerings.

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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