Comprehensive Wealth Management
Let’s craft your financial future, together
We get to know you even better than we know your money. You bring the vision, and our wealth planners will draft the plan, handcrafted for your life.
USA Today - Best Financial Advisory Firms 2025
Forbes - Top RIA Firms 2024
Barron's - Top Mega RIA Firms 2024
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
USA Today: Awarded 4/23/25 for the period of 9/30/24-9/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. Barron's: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24.
Comprehensive wealth services
Every detail of your big picture
Our nationwide team of financial professionals specializes in six core areas so that we can provide you with comprehensive wealth management services.
Investment management
Make the most of what you've earned.
Financial planning
Build the foundation for the life you want.
Retirement income planning
Keep earning even after you stop working.
Estate planning
Shape your legacy and plan for those you love.
Tax strategies
Keep more of what you earn with effective tax planning.
Risk management & insurance
Plan for the certainty of uncertainty.
Additional individual & family services
Beyond financial planning services, we can help you manage complex wealth considerations through our internal specialists and trusted partners. Our team of wealth planners can support you in these areas.
Your personal wealth plan in three steps
At Wealth Enhancement, you’re matched with a financial advisor who gets to know the details of your financial life. Each advisor is backed by the RoundtableTM, a nationwide network of specialists who can help meet even the most complex financial needs. Here's how we work.
We meet individually with you to explore your financial ambitions and needs
Our advisors, backed by specialists, provide integrated advice and investment management
As stewards of our clients' finances, we work together to build and preserve your wealth
97%
Client retention rate*
Since 1997, Wealth Enhancement has delivered team-based financial advice. What started as a radio show in Minneapolis has become a network of 150+ local advisory offices backed by nationwide specialists.
Let's craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
MEET WITH USInsights
Featured wealth planning perspectives
Get the latest wealth management tips and trends from our library of articles and resources.
* Average annual retention rate—January 1, 2010, through December 31, 2024—based on client households with assets greater than $100K in our existing offices.