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Refer a Client

WEALTH ENHANCEMENT FAMILY OFFICE SOLUTIONS

Strong roots. Meaningful legacy. 

Greater wealth can bring complexity—and higher stakes. This is why it’s essential for affluent families to find a trusted partner who can ensure that all aspects of their financial lives work together in harmony.  

Refer A Client

Family office focus areas 

Family governance guidance and support
Consolidated reporting
Bill pay services
Investment and portfolio services
Estate planning and charitable giving
Trust administration
Tax planning and preparation
Risk management
Employee benefits and retirement plans

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.

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