Why refer?
By joining forces with a wealth management partner, you can expand the services you provide. Your clients will receive personalized financial guidance and coordinated planning delivered by our advisor teams and Roundtable™ specialists.
Ability to generate a new revenue stream
Increased client satisfaction and retention
More time to focus on what you do best
Benefits for clients
Holistic Planning
Comprehensive wealth management services
Focus on Taxes
Plans designed for tax efficiency
Advanced Tactics
Access to specialized investment strategies
Our referral process
When you see a client who could benefit from comprehensive wealth management — whether that’s investment advice, tax efficiency, or estate planning — we will meet with you and your client to see if we’re the right fit.
If the client decides to work with us, we share a portion of the wealth management fees with your firm as a way to thank you for the partnership.
Refer your client
Identify clients who could benefit from our services and introduce them to our team.
We handle the details
Our team manages onboarding and planning.
You stay connected
Maintain your relationship while we deliver specialized services.
Why Wealth Enhancement
As a nationally recognized financial services firm, Wealth Enhancement has vast experience and resources, with offices and advisors across the country.
Each advisor is backed by our Roundtable™ team of knowledgeable specialists, who can address all areas of financial planning, no matter how complex.
Together, we offer integrated tax, estate, and investment planning designed to achieve the best outcomes for our clients.
Comprehensive services for better outcomes
Wealth Enhancement offers comprehensive financial planning services provided by our advisors and Roundtable™ specialists. We create plans that are crafted with care, tailored with compassion, and built to handle what life brings.
Our investment guidance is designed to align with our clients’ broader financial goals.
We can help clients create a strategic plan for a viable, predictable, tax-efficient stream of income to support them in retirement.
Our team can build legacy plans designed to reflect clients’ passions and provide for their loved ones.
We analyze each client’s financial situation, identify and pursue opportunities, and craft a customized financial plan.
We can help clients prepare for the unexpected by verifying that their policies fit their needs.
Integrated tax strategy is at the core of our financial planning process. Our plans are designed for tax efficiency.
Business Owner Services
We understand the unique considerations that business owners face when pursuing their financial goals.
Our team includes advisors and planners with firsthand experience with special needs planning.
Our service model is built to handle the complexities that come with significant wealth.