Founded in Minneapolis, Minnesota, in the mid-1990s, Wealth Enhancement Group has grown to offer 14 offices throughout Minnesota, Iowa and Illinois. We also serve clients nationwide through our wealth management service, Accession.
Your Retirement Planning Partner
At Wealth Enhancement Group, we seek to develop a life-long relationship with you as your financial partner, advocate and guide. Each client relationship begins with a thorough discussion of your values, situation, goals and ambitions, so we can understand your life plan and craft your financial plan to match – a plan that suits you all the way from planning for retirement to making the most of your retirement years and beyond.
Comprehensive retirement planning services
Learn about six areas of financial planning
Hover over any of the areas of financial planning in the chart above to learn more about them.
Financial planning requires ongoing attention and care to be successful. Our team can help you find just the right mix of financial services that allow you the flexibility you want and the stability you need.
Effective tax strategies don’t just happen at tax time; they require year-round attention. Our tax specialists look at your entire financial picture to understand how to best take advantage of current tax codes when creating a balanced portfolio of investments with the goal to minimize taxes and maximize after-tax returns.
Retirement Income Planning
Planning for the distribution phase of life is a step that is often overlooked. Our team helps you map out a responsible distribution plan based on your wants and needs in retirement.
Our knowledgeable team of estate planning specialists seeks to help you articulate your estate planning goals and will work closely with your tax and legal advisors to help ensure your financial strategy reflects your estate planning needs.
Risk Management and Insurance
When it comes to risk management, our goal is to protect you, your financial plan and your family, should an unfortunate event occur.
Our investment management team helps you pursue your financial goals across a lifetime, and through unpredictable markets, by addressing the risks we can control and by working to minimize the risks we can’t.
We believe comprehensive retirement preparedness is built on the six key areas of financial planning we’ve outlined below.
With specialists in each category, you can rest assured that your plan is covered from all angles. Which areas receive the most attention at any given time will depend on your particular situation.
The bottom line? You get the benefit of having a team of specialists in tax strategies, retirement income planning, investment management, financial planning, insurance and estate planning continuously monitor your plan for gaps and opportunities.
Accession, our exclusive wealth management service devoted to individuals living outside of Minnesota, Iowa and western Wisconsin, is built to give you direct access to expertise from a team of financial specialists, so that you can be confident your financial future is on track.