Wealth Enhancement & Preservation

Wealth Enhancement and Preservation, established in 2002 and approved as a Registered Investment Adviser in 2014, offers personalized advisory services based on individual client needs. The firm, led by principal owner Darrin Cohen, operates under fiduciary standards, acting in clients' best interests. Clients have the ability to impose restrictions on account management, with the firm notifying if instructions are deemed inappropriate. The firm offers a wrap fee program and may provide financial plans to help clients achieve their goals. Investment strategies include model portfolios such as Relative Strength, Moving Averages, and Equity Income. Wealth Enhancement and Preservation may act as a Sub Adviser for other Managing Investment Advisers, managing assets according to provided objectives. Fees are based on a percentage of assets under management, with a tiered fee schedule ranging from 1.5% to 1.0%. The firm does not charge performance-based fees and serves various client types, with a minimum account size of $500,000. Clients' assets are held by a qualified custodian, and the firm may receive economic benefits from custodians. Wealth Enhancement and Preservation does not vote proxies on behalf of clients and maintains a strict privacy policy to protect clients' information.