Find Your Local Advisor
At Wealth Enhancement, we believe in a team-based approach to financial services. This means that no matter which advisor you choose to work with, they’re backed by a nationwide network of specialists. With offices around the country, we’re eager to meet you where you are, and learn where you want to go.
Plan-Led Investing™
Foundation assessment
First, we learn about your values and goals, as well as your current financial standing, tax situation, and risk profile.
Wealth Blueprint™
Then, we deliver custom recommendations for tax-smart asset allocation, investment opportunities, and withdrawal strategies.
Ongoing stewardship
Finally, we assemble your diversified portfolio with best-fit investment solutions and continuously manage, rebalance, and refine investments with tax efficiency.
Discover Plan-Led Investing
See how we examine your plan, what goes into crafting your personal Wealth Blueprint, and what you can expect throughout the process.
Your Wealth Blueprint, and what to expect
Most advisors start with market analysis and doling out advice. We start by listening. Only when we fully understand what you want to accomplish can we craft a plan and investment strategy to serve your goals.
Consult
We’ll start with a call where we’ll talk about your goals, your values, and what matters most to you, and securely gather any information in order to craft your blueprint.
Review
In our second call, we’ll share your tailored retirement scenarios, investment recommendations, and considerations with a blueprint to help achieve your goals.
Recognized by the Best
Barron’s: Awarded 9/11/2026 for 6/30/25-6/30/26. USA Today: Awarded 4/15/26 for 2/28/21-1/31/26. FA Magazine: Awarded 6/10/26 for 12/31/24-12/31/25. Paid for logo use.
“What I believe separates Wealth Enhancement advisors is their personal touch. The interplay between wealth accumulation and wealth dissipation helps guide our financial plan for the long run.”
– Mark L., Private Client
Actual client testimonial. Client was not compensated.
“I don’t sweat the market bumps because I am confident that if there is financial growth to be found, or losses to be minimized, my team can do it.”
– Carol Jacobs
Actual client testimonial. Client was not compensated.
“The whole Wealth Enhancement organization instills confidence that our finances are in the best place and managed well, in accordance with our goals.”
– Bryan Fredrickson
Actual client testimonial. Client was not compensated.
“Wealth Enhancement has simplified my life by providing the comprehensive expertise needed at this pivotal time in our lives.”
– Kathy Van Roeke
Actual client testimonial. Client was not compensated.
“We have been with Wealth Enhancement for over 25 years. It was a great decision on our part as we would never be in the financial shape that we are today without them.”
– Janet Williams
Actual client testimonial. Client was not compensated.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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