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Additional Services 

Business Owner Consulting

Business ownership brings a unique set of financial planning challenges, especially when it comes to navigating the line between your business and personal financial plans.

As your personal financial planning and business planning needs change over time, we have the expertise to help you plan for those changes through all stages of your organization’s growth. As your business expands and matures, we can connect you with trusted partners covering all aspects of employee benefits, business valuation, and legal services. Learn more about how our team can serve as your advocate to identify best-in-class solutions for you and your business.

Tax Preparation 

To support the execution of the tax advice provided in your financial plan, we offer Wealth Enhancement Tax & Consulting Services™, a wholly owned subsidiary of Wealth Enhancement Group. The tax specialists at Wealth Enhancement Tax & Consulting Services are prepared to cover every angle of your most complex financial needs from annual tax compliance and planning for individuals, trusts and businesses. We provide services in Individual Tax, Trust Tax, Estate & Gift Tax and Business Tax.

Family Office

To support a suite of family office services, we offer Wealth Enhancement Tax & Consulting Services™, a wholly owned subsidiary of Wealth Enhancement Group. From foundation administration to household staff management and bill pay, our team-based approach means that we are prepared to cover every angle of your most complex financial needs.

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