Spotlight on: Wealth Enhancement Group

Financial Planning? Make it Simple. 

Wealth Enhancement Group (WEG) is driven to make life simpler for its clients. They do so by taking the headache out of financial decisions and retirement planning with comprehensive wealth management services for individuals, families, and businesses. WEG practices a unique team-based approach to wealth management. A prominent headline on the company website notes, “All the specialists you need. All in one place.” WEG believes that a team of advisors and specialists working together on a customer's behalf can offer better financial solutions than any single individual. This team-based model simply works – on average, WEG has a 97% client retention rate.

WEG guides customers through their patented 3-step process called UniFi™. As part of this process, they deploy a Roundtable™ team of investment professionals who come together to deliver and integrate strategies into the customer’s overarching financial plan. The team looks at a customer’s financial life from every angle, including core areas like financial planning, retirement income planning, tax strategies, estate planning and insurance.

Creatis & Wealth Enhancement Group

Making the financial lives of your customers simpler isn't always easy. The WEG team needs access to high-quality, up-to-date resources and marketing materials to continue delivering trusted financial peace of mind. In May of this year, Creatis started making life simpler for Wealth Enhancement Group by delivering marketing and communications solutions through our off-site Creatis Studio.

The Creatis Studio’s approach to service is much like WEG's team-based model. We deliver high-quality, turnkey solutions to our clients by leveraging an at-the-ready team of experts and specialists who include designers, production artists, PowerPoint experts, and proofreaders. We also assign a dedicated account manager to each of our clients, ensuring we can deliver quality work right when it’s needed.

All our WEG support starts and ends with Creatis Project/Account Manager Halli Schraufnagel. Halli has worked with the WEG team since starting at Creatis in May, acting as an extension of their marketing team. She has real-time digital access to WEG’s project management system and understands the workflow as if she’s a member of the team. This seamless integration allows Halli to funnel all collateral design and production projects to our designers and production artists who are already trained on the brand. “Anything [WEG] needs touched in a design manner and any digital or print collateral that needs to be updated...the Creatis Studio team gets it done,” says Halli.

Service Highlights: 

• Extend WEG’s internal marketing team by project managing marketing design and production needs
• Creatis designers are fully trained on WEG brand guidelines with real-time digital access to needed content while working remotely
• Manage daily design and production projects, including emails, event invitations, digital collateral, print communications materials, PowerPoints, and more.

Our expert team is ready to help take work off your plate. Reach out to This email address is being protected from spambots. You need JavaScript enabled to view it. to start the conversation.

Download the overview of our Creatis Studio Services here.