Wealth Enhancement Group

Crafted with care, tailored with compassion

Financial advisor (show on map)

5.0

★★★★★

1 reviews

A team-based wealth management firm offering comprehensive financial planning, investment management, tax strategies, estate planning, and retirement income planning.

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About

Wealth Enhancement Group is a comprehensive wealth management firm that operates through a team-based approach called the Roundtable™. The firm brings together diverse financial specialists and advisors to create detailed, integrated financial plans tailored to individual lifestyles and goals. S

ervices span six core areas of wealth management—retirement income planning, investment management, risk management & insurance, tax strategies, estate planning, and financial planning—along with specialized solutions such as employee retirement account management, trust services, tax preparation, and business owner consulting. The firm also offers a partnership model for independent advisors, providing centralized support, compliance, technology, and investment solutions while preserving advisor independence. Founded in 1997, Wealth Enhancement has a proven track record with over 100 successful acquisitions and is recognized as a Mega RIA by Barron's and a top firm by Forbes and USA Today.

Team-based Roundtable™ approach with specialists in tax, estate, retirement, and investment

Plan-led investing™ philosophy — investments serve your life, not the other way around

Over 100 successful acquisitions with deep partnership experience

Centralized support with compliance, technology, and full-service investment solutions while preserving advisor independence

Personal touch and long-term client relationships spanning 25+ years

Services

Comprehensive Wealth Management

A team-based approach where your local advisor team is backed by specialists in tax, estate planning, retirement, and beyond to craft the right plan for you.

Team-based Roundtable™ approach Integrated financial planning Specialist-backed advisory

Investment Management

Plan-led investing™ — investments that serve your life, not the other way around. Backed by a team of specialists to ensure all financial details support each other.

Plan-led investing™ methodology Specialist team backing Goal-driven investment strategy

Tax Strategies

Specialized tax planning and preparation services to optimize your financial position.

Tax planning Tax preparation Strategic tax optimization

Estate Planning

Comprehensive estate planning services to protect and transfer wealth according to your goals.

Wealth transfer planning Trust coordination Legacy preservation

Retirement Income Planning

Plan for retirement income with strategies that ensure financial security throughout your retirement.

Retirement income strategies Lifestyle-focused planning Long-term financial security

Financial Planning

Holistic financial planning that addresses all aspects of your financial life.

Comprehensive financial review Goal-based planning Ongoing plan adjustments

Credentials & Certifications

CFP® (Certified Financial Planner)

Registered Investment Advisor

Barron's Mega RIA

Since 2025-09-12

Forbes Top Firm

Since 2025-10-01

USA Today Top Firm

Since 2026-04-15

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is Wealth Enhancement's approach to wealth management? +

Wealth Enhancement uses a team-based approach called the Roundtable™, where a local advisor team is backed by specialists in tax, estate planning, retirement, and beyond to craft integrated financial plans tailored to your lifestyle and goals.

What services does Wealth Enhancement offer? +

Core services include retirement income planning, investment management, risk management & insurance, tax strategies, estate planning, and financial planning. Specialized solutions include employee retirement account management, trust services, tax preparation, and business owner consulting.

What is plan-led investing™? +

Plan-led investing™ is Wealth Enhancement's investment philosophy where investments serve your life, not the other way around. The goal is to fully understand your goals and priorities, which drive everything the team does together.

How long has Wealth Enhancement been in business? +

Wealth Enhancement has been in business since 1997, offering long-term career growth potential and competitive compensation packages to its team members.

What makes Wealth Enhancement advisors different? +

Wealth Enhancement advisors are differentiated by their personal touch and the interplay between wealth accumulation and wealth dissipation, which guides the financial plan for the long run.

Does Wealth Enhancement work with businesses? +

Yes, Wealth Enhancement provides business owner consulting, retirement plan consulting, business growth & exit planning, and employee benefits programs for businesses and plan sponsors.

What is Wealth Enhancement's partnership model? +

The partnership model is built for entrepreneurs to achieve scale benefits, offering centralized services, tools, and teams while preserving advisor independence and the ability to customize solutions.

Has Wealth Enhancement received industry recognition? +

Yes, Wealth Enhancement has been awarded Mega RIA by Barron's (9/12/2025), recognized by Forbes (10/1/25), and awarded by USA Today (4/15/26) for the five-year period ending January 2026.