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Wealth Management Built on What Matters Most

Since the mid-1990s, we at Wealth Enhancement Group have based our organization on one principle: Do what’s right for the client.

We believe that everyone should have access to the kind of comprehensive, customized, objective financial advice that’s typically reserved for the ultrawealthy.

Three Defining Principles

Team

We believe that a team approach delivers better results than a single financial advisor can offer. Our Roundtable™ team of specialists and advisors works together to help ensure your financial plan is covered from every angle.

Independence

As an independent, privately held firm, we offer an unbiased perspective. Our advisors operate in a fiduciary capacity, which means we only offer advice that’s in your best interests.

Partnership

We build and nurture a long-lasting relationship with you, based on your values, goals and needs.

97%
Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2016—based on client households with assets greater than $100K in our existing offices.

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