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Aurum Cleveland N. Team

6685 Beta Drive, Ste. D

Cleveland

,

OH

44143

(440) 578-9496
aurumclevelandn-info@wealthenhancement.com
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About the Aurum Cleveland N. Team

We provide comprehensive financial planning and investment management strategies for high-net-worth families and business owners. With a cohesive, time-tested process, we strive to help our clients uncover, prioritize, and meet their short-term and long-term milestones. This is accomplished through a clearly defined financial plan that guides a tax-efficient investment process, estate strategy, and liability management. 

For business owners, the CEO of Your Money® approach extends beyond personal planning. We align each client’s strategic business objectives with their personal financial plan to help grow enterprise value, manage risk, and position the owner for a successful future liquidity or exit event to empower you to be the CEO of Your Money.

Client Logins

Orion Schwab Alliance

Advisory Team

Eric Wulff

CEPA®
Senior Vice President, Financial Advisor
Cleveland, OH
Joanna Lograsso - Financial Advisor at Wealth Enhancement

Joanna Lograsso

Financial Advisor
Cleveland, OH

Client Service Team

Leeann Schultz

Team Operations Director
Cleveland, OH

Alynne Strait

Financial Planning Director | Aurum Group
Cleveland, OH

Haley Rohde

Financial Planning Specialist
Cleveland, OH
Molly Halpin - Sr Client Service Associate at Wealth Enhancement

Molly Halpin

Senior Client Service Associate

Resources from our team

Topic
Topic
Newsroom

Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets

Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, has announced that it will join forces with Marcum Wealth, an independent RIA headquartered in Cleveland, Ohio. The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer. Upon completion of the deal, expected to close in May 2025, Marcum Wealth’s client assets will be added to the $107.5 billion Wealth Enhancement currently manages. 
3/26/2025

Current Clients

Contact this team via email or phone at the top of the page.

Contact This Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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Barron’s: Awarded on 9/12/2025 (Mega RIA) for 6/30/24-6/30/25. Paid for logo use. Forbes: Awarded 10/1/25 for 3/31/24-3/31/25. Paid for logo use. USA Today: Awarded 4/15/26 for the five-year period ending January 2026. Paid for logo use.