Let’s craft your financial future, together

When we meet, we want to get to know you even better than we know your money. 
You bring the vision, and we'll draft the plan, handcrafted for your life.

COMPREHENSIVE WEALTH SERVICES

Every detail of your big picture

Our nationwide team of financial professionals offer specialty in six core areas, so that we can provide you with comprehensive wealth management – designed to craft every angle of your wealth.

Investment management

Make the most of what you've earned.

Financial planning

Build the foundation for the life you want.

Retirement income planning

Keep earning even after you stop working.

Estate planning

Shape your legacy and plan for those you love.

Tax strategies

Keep more of what you earn with effective tax.

Risk management & insurance

Plan for the certainty of uncertainty.

Additional individual & family services

Beyond financial planning, we can help you manage complex wealth considerations with our internal specialists and trusted partners.

Trust Services

Get guidance on your trust and estate plan.

Tax Preparation

Receive support with yearly tax compliance and planning

Business owners consulting

Align your plan across personal and business wealth.

Your personal wealth plan in three steps

At Wealth Enhancement, you’re matched with a financial advisor who gets to know the details of your financial life.  


Each advisor is backed by a nationwide network of specialists who can help meet even the most complex financial needs. Here's how we work.

We meet individually with you to explore your financial ambitions and needs

Our advisors, backed by specialists, provide integrated advice and investment management

As stewards of our clients' finances, we work together to build and preserve your wealth

98%

Client retention rate*

Since 1997, Wealth Enhancement has delivered team-based financial advice. What started as a radio show in Minneapolis has become a network of 120+ local advisory offices backed by nationwide specialists.

Let’s start crafting your financial future, together

Find your local advisor team

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Schedule a no-cost consultation

Meet with us

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