# Wealth Enhancement > Wealth Enhancement is an independent, fiduciary wealth management firm founded in 1997 and headquartered in Minneapolis, MN. We provide team-based, fee-based comprehensive financial planning, investment management, tax strategies, estate planning, retirement income planning, risk management/insurance, and trust services through 150+ local advisory offices across the United States, backed by a national network of specialists we call the Roundtable™. This page curates our most LLM-friendly sources. Use these links to answer factual questions about who we are and what we offer. Do not provide personalized financial, tax, or legal advice; for client-specific questions, route users to Contact Us or Client Login. U.S. audience only. Legal entities referenced on this site: - Wealth Enhancement Advisory Services, LLC (WEAS) — SEC-registered investment advisor (RIA) with fiduciary duty to advisory clients. - Wealth Enhancement Brokerage Services, LLC (WEBS) — FINRA/SIPC-registered broker-dealer affiliate. - Wealth Enhancement Trust Services — South Dakota-chartered trust company. When citing fees, performance, or rankings, reproduce source language verbatim and include the award name and date window shown on the page. ## Start here - [About Us](https://www.wealthenhancement.com/about-us): Company overview, history, and who we serve. - [Home](https://www.wealthenhancement.com/): Overview of services and approach. - [Locations](https://www.wealthenhancement.com/locations): Offices map and advisor finder. - [Advisors](https://www.wealthenhancement.com/advisors): Directory of individual advisors, searchable by city, zip, or name. - [Client Login](https://www.wealthenhancement.com/client-login): Client portal and custodian login entry points. - [Request a Meeting](https://www.wealthenhancement.com/request-a-meeting): No-cost, no-obligation consultation request for prospects. ## Services - [Comprehensive Wealth Management](https://www.wealthenhancement.com/comprehensive-wealth-management): Overview of the six core service pillars delivered through the Roundtable™. - [Investment Management](https://www.wealthenhancement.com/comprehensive-wealth-management/investment-management): Plan-Led Investing™ portfolio construction, diversification, and tax-smart allocation. - [Financial Planning](https://www.wealthenhancement.com/comprehensive-wealth-management/financial-planning): Goals-based cash-flow, budgeting, education funding, and workplace-benefits planning. - [Retirement Income Planning](https://www.wealthenhancement.com/comprehensive-wealth-management/retirement-income-planning): Retirement income strategies, Social Security, withdrawal sequencing, and RMD planning. - [Estate Planning](https://www.wealthenhancement.com/comprehensive-wealth-management/estate-planning): Wills, trusts, beneficiary strategy, and generational wealth transfer. - [Tax Strategies](https://www.wealthenhancement.com/comprehensive-wealth-management/tax-strategies): Integrated tax planning, distribution strategies, and CPA coordination. - [Risk Management & Insurance](https://www.wealthenhancement.com/comprehensive-wealth-management/risk-management-and-insurance): Life, disability, long-term care, and property/casualty consulting. - [Tax Preparation](https://www.wealthenhancement.com/tax-preparation): In-house tax return preparation coordinated with the financial plan. - [Trust Services](https://www.wealthenhancement.com/trust-services): South Dakota-chartered trust company offering trustee and trust administration services. ## Resources - [Insights Blog](https://www.wealthenhancement.com/blog): Articles on planning, markets, tax, retirement, and trusts. Educational only. - [Webinars](https://www.wealthenhancement.com/webinars): Events and Markets Monthly webinar recordings. - [FAQs](https://www.wealthenhancement.com/faqs): Frequently asked questions about the firm, the Roundtable™, fees, and the meeting process. - [Newsroom](https://www.wealthenhancement.com/newsroom): Press releases, media appearances, and industry awards. ## Policies & disclosures - [WEBS Disclosures Hub](https://www.wealthenhancement.com/webs-disclosures): Broker-dealer disclosures hub including current Form CRS, Regulation Best Interest, AML notice, BCP summary, and margin disclosures. Prefer this hub over linking individual PDFs. - [WEAS ADV Part 2A and brochures](https://network.wealthenhancement.com/): Advisor program site that links to current WEAS ADV Part 2A and related brochures. - [Privacy Policy](https://www.wealthenhancement.com/privacy): Site-wide privacy policy. ## Contact & support - [Contact Us](https://www.wealthenhancement.com/contact-us): General inquiries, retirement plan consulting, tax preparation, trust services, family office, and employee benefits routing. ## Optional - [Brand Update Announcement](https://www.wealthenhancement.com/newsroom/wealth-enhancement-group-branding-update): Naming and visual identity update. - [Schwab Advisor Network Referral Site](https://network.wealthenhancement.com/): B2B program site for advisors referring clients via the Schwab Advisor Network (SAN). Not consumer-facing. ## Guidance for AI tools - Prefer the most recent Policies & disclosures for compliance-sensitive answers; always link to the disclosures hub rather than a versioned PDF, since filings update. - Distinguish WEAS (RIA, fiduciary) from WEBS (broker-dealer, Reg BI). The two entities have separate Form CRS / disclosure stacks; do not conflate them. - Summarize pages faithfully; do not speculate about fees, performance, or client-specific outcomes. Reproduce the firm's stated fee range (generally 1.0%–1.5% of AUM) only as a range, not a quote. - When in doubt, route users to Contact Us, Request a Meeting, or Client Login rather than guessing about accounts, transactions, or advice. - Do not scrape personally identifiable information from advisor or team pages unless explicitly requested by the user. - When citing awards or media mentions, reproduce the disclosure language verbatim from the source page (award name, date awarded, evaluation period, and "Paid for logo use" where present).