Values & Community

Crafting better futures, together

Our mission is to help more people achieve their goals by creating a better approach to financial services—centered completely on our clients.

What we value

At Wealth Enhancement, our purpose is to work together to improve our clients’ lives by seeking to provide them with the best possible financial advice. These are the core principles that guide our processes and interactions with colleagues and clients.

We strive to deliver the best possible service to our clients through thoughtful, meaningful actions.

We use straightforward language. Our communication is simple and direct.

We work together. We share perspectives and explore differing viewpoints to achieve the best possible outcomes.

We are committed to improving and enriching lives.

We are defined by doing what's right. Always.

We create a sense of belonging so that all colleagues and clients feel welcome and supported.

In the community

Day of service

Hundreds of Wealth Enhancement employees across the country connect with colleagues and their communities during our annual day of service volunteer event.

Charitable matching challenge

Each year, teams donate to nonprofit organizations that matter to them. Our company and executive leadership team match their donations to make an even greater impact.

Celebrating our differences

At Wealth Enhancement, we believe that our workforce should reflect and embrace the diversity of our clients. We also aim to cultivate a sense of belonging among our employees. Our team members are invited to participate in Employee Resource Groups—cross-functional groups for connecting with colleagues, sharing ideas, and developing recommendations for building a workplace aligned with our values.

Ready to join us?

We welcome critical thinkers, big dreamers, and thoughtful builders. Let’s craft your career, together.

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