About the Thomas Team
We offer a comprehensive wealth management service with an emphasis on financial planning that helps clients pursue and maintain their financial goals, year after year. At the heart of our practice is a commitment to multi-generational estate, investment, and cashflow planning, caring for your family's financial wellness no matter the circumstances. Our core values of steadfast dependability, extensive financial knowledge, and thoughtfully crafted service resonate deeply with our clients. Schedule an introductory meeting to learn more about our financial assistance through all stages of life.
Advisory Team
Client Service Team
Resources from our team
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Team locations
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.