Wealth Enhancement & Preservation

Wealth Enhancement & Preservation

Founded in 2002, Wealth Enhancement & Preservation is a Georgia-based wealth management practice led from its headquarters in Cartersville. The firm was established to serve a broad client base — individuals, corporations, and institutional entities — and has maintained that tri-segment structure rather than narrowing to a single constituency over two decades in business. The firm's core services span three lanes: investment advisory and portfolio management, employee benefits and retirement plan consulting, and risk management analysis. This combination positions it as a general-practice financial advisor rather than a single-strategy asset manager. The investment approach is advisory in nature — constructing portfolios from third-party funds and individual securities for clients — without any public record of proprietary fund vehicles or direct co-investment programs. The firm's geographic footprint centers on the southeastern United States, with Cartersville serving as the single office from which it manages client relationships across Georgia and neighboring states. No public AUM, team headcount, or named principals are available for the firm. Public records show no regulatory filings with dollar-figure disclosures. The layered service model — investment management alongside benefits and risk — suggests a deliberate choice to capture a household's full balance sheet rather than compete as a pure investment shop. The firm remains intentionally private about its scale and leadership. Its structural differentiator is bundling discretionary wealth management with employee-benefits advisory under one roof for families and business owners in a single southeastern market. That makes the firm a one-stop financial office for clients whose business and personal finances are naturally intertwined, a posture more common among trust companies than registered investment advisors of its vintage.