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Who are your clients?

Our clients are a varied bunch: They’re working professionals and retirees, single adults, parents and grandparents, working class and affluent. In general, they’re individuals that appreciate a values-driven approach to financial planning and are looking to form a long-term relationship with their advisor.

We also serve business retirement plan sponsors through our Retirement Plan Consulting team.

What is the Roundtable?

The Roundtable is what we call our exceptional team of specialists and advisors. It includes everyone at Wealth Enhancement Group who provides input on client plans. The Roundtable meets regularly to discuss complex topics and stay on top of industrywide trends, opportunities and challenges. Read more about our Roundtable team of financial advisors and specialists here.

How does the Roundtable help me?

With expertise in all aspects of wealth management (financial planning, retirement income planning, tax strategies, investment management, estate planning and insurance), the Roundtable informs and analyzes your plan from all perspectives and seeks to ensure that you receive the specific, customized, comprehensive advice you need to pursue your goals.

What professional registrations, licenses and designations does your team have?

The members of our Roundtable team of specialists and financial advisors hold many designations, including: CFP®/CERTIFIED FINANCIAL PLANNER™, ChFC® (Chartered Financial Consultant), CPA (Certified Public Accountant), JD (Juris Doctor), RFC (Registered Financial Consultant), MBA (Master in Business Administration), CFA® (Chartered Financial Analyst), CRPC® (Chartered Retirement Planning Counselor) and more.

Is Wealth Enhancement Group affiliated with a Registered Investment Advisor?

Yes, our SEC registered investment advisory firm is Wealth Enhancement Advisory Services (WEAS). As a Registered Investment Advisor (RIA), Wealth Enhancement Advisory Services has a fiduciary responsibility to our clients, meaning you can rest assured that any products or services we offer are in your best interests.

Is Wealth Enhancement Group captive to a larger corporation? Do you sell proprietary products?

Wealth Enhancement Group is an independent firm offering wealth management strategies, greater flexibility and choices based on your goals. We are dedicated to acting in our clients’ best interests – no one else’s. We do not sell any proprietary products.

How many clients does Wealth Enhancement Group have?

Wealth Enhancement Group currently serves more than 12,000 households nationwide.

How much does it cost to come in and see a financial advisor?

There is no cost and no obligation associated with your first visit with a Wealth Enhancement Group financial advisor. Contact us today to set up an appointment.

What is your investment philosophy?

Our investment philosophy is based on four key principles: effective diversification, active management, cost efficient and tax efficiency. Please see our Investment Management page for a more detailed response to this question.

How do you choose your investments?

We make our investment choices according to each client’s individual situation. Our aim is to understand their unique values and goals first; we then suggest investments that are in alignment with those objectives.

How does Wealth Enhancement Group charge for its services?

Wealth Enhancement Group uses a fee-based relationship that encompasses both assets under management and comprehensive, long-term financial planning. We don’t charge separate investment and advice fees, which makes our fee structure highly competitive. Your exact fee is determined by the size and complexity of your situation and generally ranges from 1.0% to 1.5% of assets under management. As your advocate, we actively work with our custodians and product partners to minimize non-value-added charges like transaction fees to help protect your investment returns. The net result is that you’re only charged for services we believe deliver real value.