Wealth is in the details
Let’s talk about yours.
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? Find your team and contact them here.
Forbes - 2024 America’s Top RIA Firms
Barron’s - 2024 Top 100 RIA Firms (#5)
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS®
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTORS (JD)
LOCAL OFFICES
CERTIFIED EXIT PLANNING ADVISORS
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. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.
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 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
Services
Financial planning
Tax strategies
Investment management
Risk management & insurance
Estate planning
Retirement planning
Frequently asked questions
What options do I have to meet with a Wealth Enhancement advisor?
At Wealth Enhancement, there are several ways you can interact with us, whether that be face-to-face, over the phone or virtually. It’s a choice to consider based on your investment needs, financial complexities, and personal preferences.
How much does it cost to come in and see a financial advisor?
There is no cost and no obligation associated with your first visit with a Wealth Enhancement financial advisor. Contact us today to set up an appointment.
Is Wealth Enhancement affiliated with a Registered Investment Advisor?
Yes, our SEC registered investment advisory firm is Wealth Enhancement Advisory Services (WEAS). As a Registered Investment Advisor (RIA), Wealth Enhancement Advisory Services has a fiduciary responsibility to our clients, meaning you can rest assured that any products or services we offer are in your best interests.
What professional registrations, licenses and designations does your team have?
The members of our Roundtable™ team of specialists and financial advisors hold many designations, including: CFP®/CERTIFIED FINANCIAL PLANNER™, ChFC® (Chartered Financial Consultant), CPA (Certified Public Accountant), JD (Juris Doctor), RFC (Registered Financial Consultant), MBA (Master in Business Administration), CFA® (Chartered Financial Analyst), CRPC® (Chartered Retirement Planning Counselor) and more.
Who are your clients?
Our clients are a varied bunch: They’re working professionals and retirees, single adults, parents and grandparents, working-class and affluent. In general, they’re individuals that appreciate a values-driven approach to financial planning and are looking to form a long-term relationship with their advisor.
We also serve business retirement plan sponsors through our Retirement Plan Consulting team.
How does Wealth Enhancement charge for its services?
Wealth Enhancement uses a fee-based relationship that encompasses both assets under management and comprehensive, long-term financial planning. We don’t charge separate investment and advice fees, which makes our fee structure highly competitive. Your exact fee is determined by the size and complexity of your situation and generally ranges from 1.0% to 1.5% of assets under management. As your advocate, we actively work with our custodians and product partners to minimize non-value-added charges like transaction fees to help protect your investment returns. The net result is that you’re only charged for services we believe deliver real value.
About Wealth Enhancement
Wealth Enhancement offers integrated financial services grounded in clear, detailed advice. With local offices around the country, each advisory team is backed by a network of specialists who can address nuanced financial needs, no matter how complex. We offer estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services.
Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and comprehensive planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.
Your privacy and protection
We carefully safeguard your financial information and refuse to sell your information to third parties. Learn more here.