90 Days of Complimentary Advisory Services.
No fees for the first 90 days for new clients*
This special offer allows you to become a client with Wealth Enhancement with no fees for the first 90 days. To take advantage of this special offer:
- Become a client by August 31
- Move your assets by September 30
- Receive 90 days of advisory services with no fees
Complete the form on this page to schedule time with our team.
*This offer is available to first-time clients of Wealth Enhancement who enter into an advisory agreement with Wealth Enhancement Advisory Services (WEAS) on or before August 31, 2025, and who fund their accounts with at least $1,000,000 in assets under management (AUM) by September 30, 2025. Eligible clients will receive a waiver of advisory fees for the months of October, November, and December 2025. Advisory fees will begin on January 1, 2026. Assets deposited after September 30, 2025, are not eligible for the fee waiver. This offer is limited to clients with less than $5,000,000 in AUM. Offer is not valid with any other promotional offers or for clients who are associated with a custodian referral. For more information about the fees charged by WEAS, please refer to our Form ADV Part 2A and Form CRS .
90 Days of Complimentary Advisory Services
About Wealth Enhancement
Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.
Your privacy and protection
We carefully safeguard your financial information and refuse to sell your information to third parties. Learn more