Global Search Result View With Search Text

Global Search Result View With Search Text

Let's Talk

Comprehensive Wealth Management

Put our team to work for you

Welcome to a team-based approach to wealth management. Your local advisor team is backed by specialists in tax, estate planning, retirement, and beyond. We’re ready to craft the right plan for you.

Let's Talk

Barron’s: Awarded on 9/12/2025 (Mega RIA) for 6/30/24-6/30/25. Paid for logo use. Forbes: Awarded 10/1/25 for 3/31/24-3/31/25. Paid for logo use. USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Paid for logo use.

Let’s start crafting your financial future, together

Find your local advisor team

Search map

Schedule a no-cost consultation

Let's talk

OUR APPROACH

Crafted with care, tailored with compassion

Our team will create a detailed, integrated financial plan fit for your lifestyle and goals.

play-icon Video: WE Brand Video 2025_Final #2025-7876

Plan-led investing™

Investments that serve your life, not the other way around

Listen

Our goal is to fully understand your goals and priorities, which drive everything we do together.

Craft

Backed by a team of specialists, we craft a plan ensuring all your financial details support each other.

Guide

We work to build wealth for the life you expect, with flexibility for any twists or turns you may not.

Why work with us

OUR SERVICES

Our team stands behind your vision

What we offer starts with who we are. We call it the Roundtable™ – a diverse set of financial specialists and advisors working together, all for your future.

Retirement income planning
Investment management
Risk management & insurance
Tax strategies
Estate planning
Financial planning

Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.



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.

Insights

Latest articles

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

Student Loan Strategies: Simple Ways to Manage Your Debt

1/23/2026

Helping Children Build Healthy Money Habits

1/20/2026

7 Market Movers | January 16, 2026

1/16/2026
Read More Insights

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.

Join us in crafting financial futures 

Partnering firms and advisors

Explore how we can elevate your business with our unique partnership model, offering both scale and autonomy to better serve your clients

Partner with us

Careers

Learn about working at Wealth Enhancement, with remote and in-office roles around the country, designed for critical thinkers ready to join a fast-growing company

Explore open roles