About the SCV Team
The St. Croix Valley Team delivers a team-driven, independent approach to financial advising. Our collaborative culture means every member of our office takes part in providing the best possible client experience, from the front desk to our advisors. We take pride in our commitment to client service, seamlessly integrating our clients’ unique goals.
As an advisory practice in the St. Croix River Valley, we focus on relationships, not just numbers. We believe that if we prioritize our relationships with our clients and deliver holistic experience, including comprehensive wealth planning, everything else will take care of itself.
If you’re ready for a caring advisory team that values the well-being of our clients, book an introductory meeting today.
Advisory Team
Client Service Team
Resources from our team
Team locations
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.