Recognized by the Best
Barron’s: Awarded 9/11/2026 for 6/30/25-6/30/26. FA Magazine: Awarded 6/10/26 for 12/31/24-12/31/25. USA Today: Awarded 4/15/26 for 2/28/21-1/31/26. Paid for logo use.
Investment management focus areas
01
Manager due diligence
02
Portfolio design
03
Trading & rebalancing
04
Strategic cash management
05
Concentrated stock mitigation
06
Advanced & alternative investments
Investment Only Strategy
Focused solutions for specific needs
For clients who are only seeking help with specific areas, such as concentrated positions or income generation, our strategy-only investment approach provides a flexible option.
We offer innovative, advanced, focused strategies through in-house services as well as carefully curated external partnerships.
Plan-Led Investing™
Investments that serve your life, not the other way around
Most advisors start with market analysis and doling out advice. We start by listening. Only when we fully understand what you want to accomplish can we craft a plan and investment strategy that serve your goals.
01
Foundation Assessment
First, we learn about your values and goals, as well as your current financial standing, tax situation, and risk profile.
02
Wealth Blueprint
Then, we deliver custom recommendations for tax-smart asset allocation, investment opportunities, and withdrawal strategies.
03
Ongoing Stewardship
Finally, we assemble your diversified portfolio with best-fit investment solutions and continuously manage, rebalance, and refine investments with tax efficiency.
Our approach
We craft portfolios that are thoughtfully diversified and aligned with each investor’s unique needs. Our team will analyze market conditions and explore investment options to create strategies designed to fit our clients’ long-term objectives.
Tax optimization
The true measure of a wealth management plan is the amount taken home after taxes.
Cost efficiency
As a firm, we are able to negotiate lower-cost investments with our custodians and investment managers, and we pass those savings along to our clients.
Effective diversification
We conduct in-depth research, carefully balance risk, and invest across a broad range of asset classes.
Strategic/tactical management
We consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities.
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
No compensation was given for this testimony.
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
No compensation was given for this testimony.
Wealth Enhancement has simplified my life by provide the comprehensive expertise needed at this pivotal time in our lives.
– Kathy Van Roeke
No compensation was given for this testimony.
What separates Wealth Enhancement advisors is their personal touch. The interplay between wealth accumulation and dissipation helps guide our financial plan for the long run.
– Mark L., Private Client
No compensation was given for this testimony.
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
No compensation was given for this testimony.
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