How We Work
Our commitment to you
We will work with you to create a dynamic financial plan that’s crafted with care, tailored with compassion, and built to handle what life brings.
Your personal wealth plan in three steps
At Wealth Enhancement, you’re matched with a financial advisor who gets to know the details of your financial life.
Each advisor is backed by a nationwide network of specialists who can help meet even the most complex financial needs. Here’s how we work.
We meet individually with you to explore your financial ambitions and needs
Our advisors, backed by specialists, provide integrated advice and investment management
As stewards of our clients' finances, we work together to build and preserve your wealth
OUR SERVICES
Our team stands behind your vision
What we offer starts with who we are. We call it the Roundtable™ – a diverse set of financial specialists and advisors working together, all for your future.
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Your client portal
As a Wealth Enhancement client, you gain access to our secure portal. This allows you to review essential account information, check your holdings, and contact your advisor.
- See a current snapshot of your financial accounts
- Securely message your advisor to get answers and guidance
- Share important documents relevant to your financial plan
- Access educational content and insights related to your financial situation