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Wealth Enhancement Advisory Services Named on Forbes’ 2024 List of America’s Top RIA Firms

*Awarded in October of the ranking year for the one-year period ending March 31st of the same year.  

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Our advisors and specialists are available for interviews upon request. For media inquiries, reach out to our media team at publicrelations@wealthenhancement.com.

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Four Wealth Enhancement Teams Named 2025 5-Star Wealth Management Teams by InvestmentNews
We are proud to announce that four of our Wealth Enhancement financial advisor teams have been recognized as 2025 5-Star Wealth Management Teams by InvestmentNews.
Jeff Dekko CFP®
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Two Wealth Enhancement Advisors Recognized on InvestmentNews’ 2025 Best Independent Advisors Ranking
Two Wealth Enhancement financial advisors have been recognized by InvestmentNews on their 2025 Best Independent Advisors ranking.
Jeff Dekko CFP®
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Tammy Mogilski Named Among Women We Admire’s 2025 Top 50 Women Leaders in Finance
Tammy Mogilski, Senior Vice President and Financial Advisor at Wealth Enhancement, has been recognized in the 2025 “Top 50 Women Leaders in Finance” ranking by Women We Admire.
Tamar Mogilski CFP®, CLU®
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FA Magazine: Laura Mattia Featured in “When Clients Ask About Taking Social Security Early”
Laura Mattia of Wealth Enhancement Group was featured by FA Magazine in “When Clients Ask About Taking Social Security Early.”
Laura Mattia
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GOBankingRates: Joel Callagan Featured in “5 Social Security Myths That Could Keep You From Getting More Money”
Joel Callagan of Wealth Enhancement Group was featured by GOBankingRates in “5 Social Security Myths That Could Keep You From Getting More Money.”
Joel Callagan CEPA®, CFP®, CLTC®, NSSA®

About Wealth Enhancement

Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide 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 detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.