The Enrichment Group The Enrichment Group
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We are an experienced team of fee-based
Certified Financial Planner® practitioners.
Our firm is locally owned and nationally recognized.
Our approach is unique. We combine
comprehensive financial planning and holistic,
values-based wealth management in a tranquil,
nurturing environment. This is how we create
The Enrichment Group
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SEC REGISTRATION:

Kathleen Day & Associates, Inc., (KDA) a wholly owned subsidiary of The Enrichment Group, Inc. is an SEC registered investment advisor located in Miami, Florida. A copy of KDA's Form ADV Par II is provided to all clients and prospective clients, and additionally is available for review on the Enrichment Group website. In addition to SEC registration, KDA presently maintains notice filings as an investment advisor in Florida, North Carolina and Georgia. We may have clients residing in other states but fewer than the minimum required for registration in those states. Please visit www.adviserinfo.sec.gov for more information about our firm.

NO OFFER OR SOLICITATION:

Nothing on this website should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. We do not provide personalized investment advice or financial planning advice through the TEG website. Specific advice is given only within the context of our contractual agreements and may only be rendered after the delivery of Form ADV-Part II, the execution of a financial planning and investment advisory agreement, and the payment of an advisory fee by you to us. This website is intended to provide you with general information about our services, our fees, our qualifications, our staff and ways to contact us.

NO RELIANCE:

Although we believe that the information on this website is reliable, since it is gathered from what we consider to be reliable sources, it is not guaranteed to be accurate and does not purport to be complete. The information and opinions contained on this website are provided for your personal use and informational purposes only. Nothing contained on this website constitutes investment, financial, legal, tax or other advise nor is any information to be relied upon in making an investment or other decision. Our specific advice is given only within the context of our contractual agreements with individual clients.

LINKED WEBSITES:

When you access certain links on our website, you may leave our website. We do not endorse the content of such linked websites, nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of this website for convenience and informational purposes.