About the Green Bay Team
The Green Bay Team stands by our commitment to our clients, specializing in approachable retirement planning. Ultimately, we aim to help our clients retire and make their money work for them. Our personalized two-advisor approach balances know-how with high-touch service, with 9 CFP® professionals in-house. We provide comprehensive advice to help guide our clients through their retirement journey.
We believe our clients appreciate us for being down-to-earth — we’re not the typical “guys in suits” trying to push the newest financial fad. With a friendly atmosphere and understanding support, the Green Bay Team prioritizes helping our neighbors build retirement portfolios they can use for good. Reach out today to schedule your introductory meeting — and see what all the buzz is about!
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Let's Work Together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan that supports your goals.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.