Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Private Client Wealth Management

Your life, our guidance. Better outcomes together

Private clients receive concierge-level service and a suite of sophisticated strategies designed to help you keep more of what you’ve earned and preserve your legacy for future generations.

MEET WITH US

Private wealth management services

Our team is equipped to help orchestrate your financial plans, from short-term ambitions to lasting legacy. Following are specific wealth management services we provide for our private clients.

Investment & portfolio services

Along with our traditional investment strategies, we offer advanced and alternative investment tactics for sophisticated investors, driven by non-traditional risk and return dynamics.

Estate planning

Your legacy requires the same level of detail used to build your wealth. Our private wealth management team can help you explore advanced estate planning strategies designed for extraordinary situations.

Trust administration

Our team can help ensure that your wishes are followed and your legacy is honored upon your passing. We simplify the management of your trusts and estate plan.

Tax planning

We implement customized tax strategies designed to mitigate liabilities and make the most of your wealth. Our team makes sure that tax planning is reflected in each part of your financial plan.

Tax preparation

We offer comprehensive tax consulting services designed to fit your needs, regardless of the complexity of your wealth.

Risk management

We can guide you through opportunities designed to protect your family, business, and long-term goals through various insurance structures.

Retirement plans & employee benefits

Our dedicated team can help you choose the best employer-sponsored retirement plans for your employees while complying with regulations.

Charitable giving

Thoughtful planning around charitable giving maximizes the impact of your gift and fosters stewardship to causes that matter most to you and your family.

I don’t sweat the market bumps because I am confident that if there is financial growth to be found, or losses to be minimized, my team can do it.

- Carol Jacobs

Actual client testimony. Client was not compensated.

The whole Wealth Enhancement organization instills confidence that our finances are in the best place and managed well, in accordance to our goals.

- Bryan Fredrickson

Actual client testimony. Client was not compensated.

Wealth Enhancement has simplified my life by providing the comprehensive expertise needed at this pivotal time in our lives.

- Kathy Van Roeke

Actual client testimonial. Client was not compensated.

What I believe separates Wealth Enhancement advisors is their personal touch. The interplay between wealth accumulation and wealth dissipation helps guide our financial plan for the long run.

- Mark L., Private Client

Actual client testimonial. Client was not compensated.

We have been with Wealth Enhancement for over 25 years. It was a great decision on our part as we would never be in the financial shape that we are today without them.

- Janet Williams

Actual client testimonial. Client was not compensated.

Let’s talk

With more than two decades of hands-on experience creating detailed financial plans, we’re equipped to provide guidance on your unique situation and goals. For a complimentary consultation, call us at 1-800-492-1222.

Contact us

Invalid phone number.

Can we contact you regarding your feedback?

By checking the box, you consent to receive text messages including information, appointment confirmation and reminder, and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

Insights

Featured wealth planning perspectives

Get the latest wealth management tips and trends from our library of articles and resources.

calculator

Common Questions About Deferred Compensation

10/18/2024
Pinnacle Team

Things to Consider When Choosing an Executor Outside of Your Immediate Family

05/04/2022
Retirement Milestones By Decade

4 Common Types of Spousal Trusts

04/29/2022
READ MORE INSIGHTS