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Meet With Us

Walnut Creek Team

1850 Mt Diablo Blvd STE 100

Walnut Creek,

CA

94596

walnutcreek-info@wealthenhancement.com
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Meet with us

About the Walnut Creek Team

The Walnut Creek Team works to organize and simplify the financial planning for our clientele, including business owners, ultra-high-net-worth individuals, and families, allowing you to focus on what matters most. We believe clients appreciate our compassionate and caring approach, which is why we call our job “Love, with a little bit of math involved.” Our experienced team of advisors digs into your year-by-year cash flow, helping you map the tax implications of changing income and creating tax diversification, from contributions to distributions. Our team also supports the next generations of our clients’ families, with estate planning management, unlocking business value over time, and family inheritance plans. Reach out for an introductory meeting so we can discuss the potential benefits.

Advisory Team

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Damien Couture

ChFC, CFP®

Senior Vice President, Financial Advisor

Walnut Creek - Mt Diablo, CA

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Bernie Smit

ChFC, CFP®, CLU®

Senior Vice President, Financial Advisor

Walnut Creek - Mt Diablo, CA

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Debbie Pursey

CFP®

Senior Vice President, Financial Advisor

Walnut Creek - Mt Diablo, CA

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Mark Burns

CFP®

Vice President, Financial Advisor

Walnut Creek - Mt Diablo, CA

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Meredith Henry

CFP®

Vice President, Financial Advisor

Walnut Creek - Mt Diablo, CA

Walnut Creek Market Series

Resources from our team

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Events and Webinars

4 Costly Retirement Tax Mistakes & How to Avoid Them

Retirement is the culmination of decades of hard work. With nothing to do but rest and relax, it’s easy to think your days of tax planning are over. But there’s still plenty you can do to reduce your tax bill in retirement, and failing to address your tax situation could prove costly.
3/12/2024

Team locations

Walnut Creek - Mt Diablo, CA
1850 Mt Diablo Blvd STE 100, Walnut Creek, California, 94596
(925) 658-5500
details

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.

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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.