Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Comprehensive Wealth Management

Let’s craft your financial future, together

We get to know you even better than we know your money. You bring the vision, and our wealth planners will draft the plan, handcrafted for your life.

Meet With Us

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.

COMPREHENSIVE WEALTH SERVICES

Every detail of your big picture

Our nationwide team of financial professionals specializes in six core areas so that we can provide you with comprehensive wealth management services.

Investment management

Make the most of what you’ve earned.

Financial planning

Build the foundation for the life you want.

Retirement income planning

Keep earning even after you stop working.

Estate planning

Shape your legacy and plan for those you love.

Tax strategies

Keep more of what you earn with effective tax planning.

Risk management & insurance

Plan for the certainty of uncertainty.

Additional individual & family services

Beyond financial planning services, we can help you manage complex wealth considerations through our internal specialists and trusted partners. Our team of wealth planners can support you in these areas.

Trust services
Tax preparation
Business owner consulting

Your personal wealth plan in three steps

At Wealth Enhancement, you’re matched with a financial advisor who gets to know the details of your financial life. Each advisor is backed by the RoundtableTM, a nationwide network of specialists who can help meet even the most complex financial needs. Here’s how we work.

We meet individually with you to explore your financial ambitions and needs

Our advisors, backed by specialists, provide integrated advice and investment management

As stewards of our clients' finances, we work together to build and preserve your wealth

97%

Client retention rate*

Since 1997, Wealth Enhancement has delivered team-based financial advice. What started as a radio show in Minneapolis has become a network of 150+ local advisory offices backed by nationwide specialists.

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 testimony. Client was not compensated.

The whole Wealth Enhancement organization instills confidence that our finances are in the best place and managed well, in accordance to our goals.

- Bryan Fredrickson

Actual client testimony. 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.

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.

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.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.

MEET WITH US

Insights

Featured wealth planning perspectives

Get the latest wealth management tips and trends from our library of articles and resources.

Common Questions About Deferred Compensation

10/17/2024

Things to Consider When Choosing an Executor Outside of Your Immediate Family

05/03/2022

4 Common Types of Spousal Trusts

04/28/2022
READ MORE INSIGHTS

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.

* Average annual retention rate—January 1, 2010, through December 31, 2024—based on client households with assets greater than $100K in our existing offices.