Rock House Financial, an independent registered investment advisor located in Farmington, has been acquired by Wealth Enhancement Group, a national independent wealth management firm. Headquartered in Minneapolis, Wealth Enhancement Group serves over 61,000 clients with $85.7 billion in assets from 115 offices nationwide.
Rock House Financial has a team of four financial advisors and six support staff and oversees more than $272 million in client assets. The firm is led by founder Bob Aamodt, Nicole Roberts and Zach Nelson.
“We are very excited to be joining forces with Wealth Enhancement Group,” said Aamodt. “This partnership will increase our ability to continue offering exceptional service, advice, and investment solutions to our clients. We are also looking forward to being able to shift some of our prior responsibilities to central functions provided by Wealth Enhancement Group such as IT, compliance, legal, security and marketing. This will allow us to spend even more time with our clients and grow our practice.”
“We are excited to establish a presence in Utah through our latest partnership with Rock House Financial,” said Jeff Dekko, CEO of Wealth Enhancement Group. “Bob and his team are passionate about helping to create a more confident future for their clients, and we look forward to expanding our reach to serve more people in the Mountain West.”
Rock House Financial provides financial planning, asset management and charitable giving strategies to its clients and advises on qualified retirement plans for small businesses. The team’s clients are primarily located along the Wasatch Front, and their advisors have specific experience working with business owners, women and social media influencers.