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. When it comes time to develop an exit strategy, our strategic liquidity services can present you with several options to help you make the most of your enterprise.
Throughout your company’s lifecycle, we serve as your advocate to identify best-in-class solutions for you and your business.
We can help whether your needs are limited or if you are ready for a comprehensive or holistic approach to your employee benefits offering to attract and retain employees.
The exceptionally complex issues that business owners and plan sponsors face aren’t easily addressed by a single financial advisor.
Our dynamic team-based approach to comprehensive wealth management, retirement plan consulting, employee benefits programs and strategic liquidity services helps to ensure you receive advice in the most efficient manner.
Many of the personal and business financial planning specialists you need are part of our firm’s diverse team of experienced financial advisors and specialists—the Roundtable. We also work closely with partners outside of our firm based on your specific needs, and serve as your advocate to review and benchmark benefit vendors and providers.
Our goal is to help simplify your financial life, so you can stay focused on your business.
Average annual retention rate—January 1, 2010, through December 31, 2019—based on client households with assets greater than $100K in our existing offices.
Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Wealth Enhancement Group, Wealth Enhancement Trust Services and Wealth Enhancement Advisory Services are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
WEAS ADV Part 2A WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1
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