We call our exceptional team of specialists and advisors the Roundtable. It's a diverse team of seasoned financial professionals skilled in a range of wealth management disciplines, and we built it so that you get all the specialists you need, all in one place.
When you work with our team, your financial life is examined from every angle, whether you're an individual seeking comprehensive wealth management services or a plan sponsor seeking business retirement plan consulting.
Our team includes advisors and specialists in:
Our professionals hold some of the most respected credentials in their fields of practice, including the internationally recognized CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and CFA charterholder designations. Learn more about our team's credentials.
The Roundtable facilitates communication between advisors and specialists in three key ways:
When your needs require specific expertise, our Roundtable team will deliver insightful strategies that integrate with your plan. You'll get the comprehensive advice you need, all through one point of contact: your advisor.
Wealth Enhancement Tax and Consulting Services is not affiliated with LPL Financial. LPL does not provide tax related services. All tax services are provided by Wealth Enhancement Tax and Consulting Services separate from LPL Financial.
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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