We simplify your financial life through a team approach that brings together all the specialists and advisors you need, all in one place.
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.
That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.
We work together to improve our clients’ lives by seeking to provide them the best possible financial advice.
Our mission is to help more people achieve their goals by creating a better approach to financial services that’s centered completely on our clients.
We are defined by our principles and character. We do the right thing. Always.
We work together—with each other and with our clients. We share perspectives and explore every point of view, because the best ideas are born from collaboration.
We demystify financial services by always using straight-forward language that’s easy to understand. Our communication is simple and direct.
We care deeply about our clients and each other. We’re committed to improving and enriching lives.
We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.
Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Wealth Enhancement Group, Wealth Enhancement Trust Services and Wealth Enhancement Advisory Services are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
WEAS ADV Part 2A WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1
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