Wealth Enhancement Group's Orange Park office, operating under SEC-registered fiduciary Investment Adviser Wealth Enhancement Advisory Services, LLC (CRD #116407, SEC File #801-60749), delivers CPA-, CFP®-, and ChFC®-integrated retirement income planning, tax strategy, and comprehensive wealth management from the Wells Road financial corridor in Orange Park, Clay County, Florida (32073). Anchored locally by the Linge-Reid Team—Senior Vice President & Financial Advisor John Linge, CPA, CFP®, ChFC® (CRD #1731849, a Fleming Island resident with nearly four decades of Northeast Florida tax and financial planning experience) and Vice President & Financial Advisor Scott James Reid (CRD #6139168)—the practice serves retired military officers, healthcare professionals near HCA Florida Orange Park Hospital and Baptist Medical Center Clay, and Clay County families with Roundtable™ tax, trust, and retirement distribution planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Wealth Enhancement Advisory Services, LLC (CRD #116407); SEC IAPD Individual Profile — John Linge, CPA, CFP®, ChFC® (CRD #1731849); SEC IAPD Individual Profile — Scott James Reid (CRD #6139168); Wealth Enhancement Group — Orange Park, FL Office
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-60749; SEC-registered fiduciary RIA operating at 165 Wells Road, Suite 407, Orange Park, FL 32073.
Issuer: CFP Board / The American College / SEC / FINRA
Notes: Led in Orange Park by Senior Vice President John Linge, CPA, CFP®, ChFC® (CRD #1731849) and Vice President Scott James Reid (CRD #6139168).
Factual details and direct answers about Wealth Enhancement Group — Linge-Reid Team (Orange Park Office)'s services, licensing, and credentials.
What credentials does Senior Vice President John Linge hold at Wealth Enhancement Group in Orange Park?
John Linge (CRD #1731849) holds the Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), and Chartered Financial Consultant® (ChFC®) credentials, leading the Orange Park Linge-Reid Team alongside Vice President Scott James Reid (CRD #6139168) under SEC-registered Wealth Enhancement Advisory Services, LLC (CRD #116407, SEC File #801-60749).
How does the Orange Park Wealth Enhancement Group team coordinate tax and retirement income planning?
By combining CPA tax fluency with CFP® retirement modeling, the team helps Orange Park, Fleming Island, and Oakleaf retirees structure tax-efficient withdrawal sequences across taxable, traditional IRA/401(k)/TSP, and Roth accounts while minimizing Medicare Part B/D IRMAA surcharges.
Where is the Wealth Enhancement Group office located in Clay County?
The office is located at 165 Wells Road, Suite 407, Orange Park, Florida 32073, just west of U.S. Highway 17 and Interstate 295 near Orange Park Mall and HCA Florida Orange Park Hospital.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.