Acquired by MACRO Consulting Group was acquired by Wealth Enhancement Group in June 2021 for $900M, indicating a potential shift in client base, cross-sell opportunities, and access to a larger advisory ecosystem.

Wealth management focus As an independent wealth management firm with services in financial planning, investment management, and estate planning, MACRO presents cross-sell opportunities for related financial services, tools, and product access within a broader platform.

Assets and scale With over 900 million in client assets at the time of acquisition and a high-revenue potential in the 1–10 million range for MACRO’s standalone operations, there is opportunity to expand client onboarding and deepen assets under management through integrated services.

Fiduciary independence MACRO operates as a fiduciary with an independent model, suggesting receptiveness to partnerships that enhance client outcomes, such as custody or research integrations, without compromising adviser independence.

Market positioning Recognized by national outlets and led by a seasoned team with decades of experience, MACRO’s branding and credibility can be leveraged in outreach efforts to high-net-worth individuals seeking trusted, long-term financial guidance.