We are proud to announce that four of our Wealth Enhancement financial advisor teams have been recognized as 2025 5-Star Wealth Management Teams by InvestmentNews.
InvestmentNews’ 5-Star Wealth Management Teams list showcases outstanding teams across the wealth management industry who provide valuable advice to help clients pursue their financial goals.
Congratulations to the Fulton Team, InConcert Napa Valley Team, Oakwood Team, Warren Team for earning this honor. This recognition highlights their ongoing commitment to delivering exceptional financial guidance and personalized service to their clients.
About InvestmentNews
InvestmentNews’ mission is to be the leading source of news, analysis and insights for financial advisors and wealth-management professionals. They are dedicated to providing timely and accurate information that helps their audience make informed decisions, anticipate industry trends and drive business growth.
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of our clients from our 152 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Awarded on 5/12/2025 for the ranking year 2025.
