Behavioral Wealth Management
Better Decisions. Better Life.
We build our lives one choice at a time. Our Behavioral Wealth Management™ Model is designed to help you make better personal and professional decisions, especially during stressful, expensive life challenges that affect your money, your wealth, your quality of life, and your long-term goals.
Behavioral Wealth Management
Emotions impact our decisions
We are emotional beings. Money is emotional. The problem is, our unbridled emotions can drive us to make poor choices that are inconsistent with what matters most to us.
Under stress, many people hoard cash devastating their portfolio’s returns.
Fear and greed can drive our behavior. Selling stocks in down markets; buying stocks in up markets. Not a very good long term strategy.
Our brains are wired to make decisions quickly. Snap decisions are often the wrong decisions.
Your brain processes new information slowly, as a result it may limit the number of choices and hone in on a solution, by passing your normal, systematic analysis.
When emotions are high and we are overloaded, it can be tough to make any decision. We get “run over.” Ouch.
Integrating wealth management and the science of human behavior
We integrate comprehensive wealth management with the wisdom and science of human behavior. It’s Behavior Wealth Management. We offer a powerfully personal approach to helping you navigate the high-stakes, high-complexity decisions you’re likely to come across in your financial life.
Our signature Life Priorities exercise helps you focus on what matters most to you and empowers you to say "no" to the merely important. And it’s fun!
We are rarely at our best the first time we do something. The challenge is that for some of the biggest events of our lives—like retirement, selling our business or losing a spouse—we will only experience once. You are not alone. Build on our experience.
You can’t logic your way out of an emotional issue. Applying recent brain science with emotion-based tools, we help you mitigate stress and prevent impulsive decision-making.
We love people. We stand in awe of our client’s wisdom, courage, persistence, resilience, and compassion. As we help you discover your own right answer, we seek out your strengths, talents, and values.
97%
Client retention rate*
Since 1997, Wealth Enhancement has delivered team-based financial advice. What started as a radio show in Minneapolis has become a network of 150+ local advisory offices backed by nationwide specialists.
Ready to make better decisions?
Contact us today to learn how Behavioral Wealth Management™ and our team-based approach can help simplify your financial life.
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* Average annual retention rate—January 1, 2010, through December 31, 2024—based on client households with assets greater than $100K in our existing offices.