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Referral Process

Reserve by Wealth Enhancement

Complex Wealth. Simplified. 

Greater wealth brings complexity—and higher stakes. It’s essential for ultra-high-net-worth families to find a trusted partner who can ensure all aspects of their financial lives work together in harmony.

Available by invitation only. 

TEAM-BASED APPROACH

Planning for complexity and multi-generational priorities

Designed for clients with over $25 million in investable assets, Reserve represents the highest expression of our planning craft and offers: 

In-depth planning

Addresses multi-generational considerations, philanthropy, and legacy. 

Complex wealth management 

Manages assets such as businesses, real estate, and concentrated equity. 

Strategic tax guidance 

Helps avoid irreversible structural or tax missteps during a liquidity event. 

Streamlined coordination 

Delivers investment, tax, estate, and risk decisions through a single team. 

OUR SPECIALITIES

Access and coordinated care

Our Roundtable™ brings together a team of specialists in tax, estate, investments, and risk—all working in concert toward your goals. They will coordinate these essential disciplines into a unified wealth strategy: 

Investment Strategy

Our plans are designed to balance growth, liquidity, and preservation, particularly for complex situations.

Wealth Management

We coordinate your entire financial life, ensuring consistent execution across accounts and entities.

Tax 
Consulting

We will develop a plan designed to support your goals and keep tax inefficiencies from eroding your wealth.

Estate 
Planning

We develop tax-efficient strategies for families whose wealth exceeds the federal estate tax exemption.

Risk 
Management

We identify hidden vulnerabilities and implement structured risk strategies designed to preserve your wealth.

Trust Administration

Our trust team can provide clarity, continuity, and fiduciary oversight in administering complex trust structures.

Business Owner Consultation

Business transition decisions bring high stakes. Our team offers deep exit planning experience.

Philanthropic Coordination

We will help you create a gifting strategy designed to deliver meaningful impact and tax efficiency.

Family Governance Guidance

Our team designs governance and education frameworks to support wealth stewardship across generations.

Global Asset Coordination

Our coordinated plans are designed to mitigate multi-jurisdictional risk for families with cross-border ties.

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.

Schwab Advisor Network® Support

Our team of dedicated business development professionals work actively in each of their local regions to support you and your clients. Reach out to see how they can help.