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This partnership marks Wealth Enhancement’s third location in Oregon and brings the firm’s total client assets to more than $102.1 billion.

Jim Cahn, Chair of the Investment Committee and Chief Investment Officer at Wealth Enhancement was featured by Financial Planning in “Wealth Management M&A Hits High in 2024, 2025 Growth Expected.” 

Jim Cahn, Chair of the Investment Committee and Chief Investment Officer at Wealth Enhancement was featured by Financial Planning in “Wealth Management M&A Hits High in 2024, 2025 Growth Expected.” 

DENVER (January 6, 2025) – With a passion for advocating for the financial planning profession, Paul J. Brahim, CFP®, CEPA®, officially became the 2025 President of the Financial Planning Association® (FPA®) effective January 1.

Ayako Yoshioka CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Scott Wapner on CNBC’s ‘Closing Bell.’