Resources

This partnership marks Wealth Enhancement’s first location in Vermont and brings the firm’s total client assets to more than $118.5 billion.

Britta Ferguson, CFP®, CEPA®, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Woman’s World in “‘It’s the Golden Goose Egg Account of Investing’: What to Know About A Roth IRA VS A Traditional IRA.” 

Today, September 2, 2025 there is an article in the Wall Street Journal titled Americans Lose Faith That Hard Work Leads to Economic Gains showing that only 25% believe they have a good chance of raising their standard of living.

Paul J. Brahim, CFA, CEPA, Managing Director, Financial Advisor, Strategic Referral Programs at Wealth Enhancement published an article in Kiplinger titled “Five Key Wake-Up Calls for Ambitious Business Owners, From a Biz Specialist.” 

Discover how the One Big Beautiful Bill may impact your taxes, benefits, and more.