We’re happy to announce that Financial Wealth Management has partnered with Wealth Enhancement Group, an independent wealth management firm headquartered in the greater Minneapolis, Minnesota area.
Our two firms have very similar philosophies and values, all of which focus on delivering the best possible advice for each client. We believe this partnership strengthens our capabilities, deepens our resources and improves our ability to focus on our valued clients.
Your team in Madison, WI won’t change; by partnering with Wealth Enhancement Group, we expect to be able to spend more time with clients by leveraging the strengths and overlapping capabilities between our teams.
Our mission at Wealth Enhancement Group is to improve our clients’ lives by delivering the best possible advice. One of the ways we seek to accomplish this objective is to work as a team.
You’ll continue to work with your team from Financial Wealth Management. They’ll now be backed by an entire Roundtable™ team of specialists at Wealth Enhancement Group, covering all angles of your financial life, from planning, investments, tax strategies, estate planning and beyond.
The advisor and client service team that you have come to know and trust will remain as your points of contact.
Read our team’s bios below:
Dan has been assisting individuals and business owners with financial planning and asset management for nearly 40 years. As a CERTIFIED FINANCIAL PLANNER™ Professional, he has been a guest speaker on investments and planning for numerous groups and specializes in financial planning, retirement planning and asset management. A lifelong resident of Madison, Dan is married with two children and four granddaughters. He enjoys traveling, playing golf, tennis, and supporting the Badgers.
Kyle draws on his broad base of knowledge and decade of industry experience to provide quality advice to clients throughout the comprehensive planning process. As a CERTIFIED FINANCIAL PLANNER™ Professional, he works closely with clients to help them understand how they are financially positioned to work toward important life goals. Kyle lives in the Madison area with his wife, Jenny, and daughters Marah and Avery. He is an avid Wisconsin sports fan and enjoys supporting the Wisconsin Badgers. He plays golf and softball in the Summer and hockey in the Winter.
Please use the links below for access to our partner sites. Please contact our office at 608-276-9691 with any questions related to your accounts.
Log in here for your consolidated personal information and financial plan. If you are having trouble accessing the dashboard, please contact our office.
* Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.