National independent financial advisory firm Wealth Enhancement Group has expanded its footprint in the high-growth Houston market by acquiring Trippon Wealth Management Group and its affiliated CPA firm, J.M. Trippon & Company PC CPAs. The transaction adds more than $299 million in client assets and a team of 20 individuals – 4 financial advisors, 8 tax dedicated professionals, and 8 operational staff – to the client and staff base of the Wealth Enhancement platform. Its national network is now able to serve more than $158.5 billion in its combined client asset. Originally owned by CPA James Trippon, the Houston office focuses on offering high net worth individuals and business entrepreneurs, as well as industry professionals in energy, healthcare, and QSR franchise areas, an exclusive combination of tailored asset management, retirement planning, estate management, and proactive tax planning.
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Jeff Dekko, Chief Executive Officer of Wealth Enhancement, stated: “Taxes can have a significant impact on a family’s long-term financial picture, but too often they’re addressed separately from the rest of a client’s financial plan. James Trippon and his team have built a practice that brings those conversations together, helping clients make more informed decisions. That’s the kind of comprehensive advice we want to continue building at Wealth Enhancement, and we’re excited to welcome a team that shares that approach.” Highlighting the strategic momentum behind the deal, James Trippon added: “Partnering with Wealth Enhancement is a tremendous opportunity to continue delivering outstanding service to our clients while joining a platform that will help us grow in ways that benefit our clients and all of our stakeholders for years to come.”
