Our team, your future
At Wealth Enhancement, you don’t just get an advisor, you have a team that’s ready to listen, then craft the right plan for you. We strive to help you achieve your goals, with a team-based approach that’s centered completely on you.
About Wealth Enhancement
Wealth Enhancement offers integrated financial services grounded in clear, detailed advice. With local offices around the country, each advisory team is backed by a network of specialists who can address nuanced financial needs, no matter how complex. We offer estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and comprehensive planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.
OUR APPROACH
Crafted with care, tailored with compassion
Our team will create a detailed, integrated financial plan fit for your lifestyle and goals.
OUR SERVICES
Our team stands behind your vision
What we offer starts with who we are. We call it the Roundtable™: A diverse set of financial specialists and advisors working together, all for your future.
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Featured Roundtable Members
In addition to our client advisors, each member of the Roundtable brings a unique perspective and speciality to our team, allowing us to offer 360-degree guidance for any goal or financial challenge.
Our investment philosophy
Ask us about investing, and we’ll start by talking about planning. That’s because your financial plan guides the investment strategy that we craft just for you. Your advisor, backed by a team of specialists, builds your comprehensive financial plan based on your retirement goals, values, tax situation, and risk profile. All these factors then drive your asset allocation, liquidity, and withdrawal recommendations. We call this Plan-Led Investing, and it makes us unique in our industry.
In the community
Day of service
From stocking food shelves and cleaning up the beach, to walking dogs and assembling hygiene kits for a mobile shower program, hundreds of Wealth Enhancement employees across the country connect with colleagues and their community as part of our annual day of service.
Charitable matching challenge
Each year, teams at Wealth Enhancement nominate a not-for-profit organization that matters to them and compete to donate to these causes. At the end of the employee matching campaign, our company and executive leadership team contribute matching funds to make an even greater impact.
Let’s start crafting your financial future, together
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