Craig Belisle
I help successful individuals use their wealth to create a great life for themselves and those they care about.
- Role
- Senior VP Financial Advisor at Wealth Enhancement
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Craig Belisle
Activities of WEG Sr. Financial Advisor and VP - Craig Belisle:* Chair of the…
Experience
Senior VP Financial Advisor
May 2020 — Present
The wealth management industry is broken. Why? It ignores the human factor–your emotions, decisions, behaviors and brain. So we invested a decade creating a new science-based model: Behavioral Wealth Management (BWM). Because when it comes to money & decisions under stress, science shows we humans aren’t always rational, especially when it comes to major financial & quality-of-life decisions like starting/selling a business, changing careers, retiring, major family events, caring for loved ones & more. So what’s different about BWM versus the traditional model? Traditional wealth management has generally become a commodity service that’s strictly by the digits – “how much” & “by when.” We believe that kind of financial plan by itself isn’t enough for successful families who face complex decisions. That’s why Behavioral Wealth Management incorporates 3 new competencies: the science of stress & decisions, major life events & a passion for the human factor. These competencies help us better guide you through personal & professional decisions (especially during stressful, expensive life challenges) that affect your money, wealth & quality of life.Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services (WEAS), have $84.8 billion in client brokerage and advisory assets as of 5/31/2024.Recognitions:WEAS Awarded #5 (9/15/2023) for period 6/30/2022-6/30-2023 Barron\'s 2023 Top 100 RIA firms.WEAS Awarded (10/25/2022) for period of 12/31/2021-12/31/2022) Forbes - America\'s Top RIA FirmsWealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.For a list of states in which licensed to do business, please visit
Education
Georgia State University - J. Mack Robinson College of Business
Masters of Science, Finance
1987 — 1991
Emory University
BBA, Finance
1982 — 1986
Skills
- Budgets
- Finance
- Leadership
- Investments
- Strategic Planning
- Financial Planning
- Financial Analysis
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