Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

North American Management Team

Ten Post Office Square, Suite 1200 South

Boston,

MA

02109

nam-info@wealthenhancement.com
View map
Meet with us

About the North American Management Team

The North American Management Team takes a proactive role in helping our clients navigate their financial world. We’ve been there for our clients providing a personal touch for generations and have the in-house resources to handle a wide variety of complex financial needs, including endowments, foundations, non-profits, trusts, and more. As fiduciaries, we are required to act in your best interests, and we make your financial well-being our main priority.

Advisory Team

0054M000004RMQ7QAO

David Baker

CFA®

Senior Vice President, Financial Advisor and Portfolio Manager

Boston, MA

0054M000004RP94QAG

Fraser McLean

CEPA®, CFA®, CFP®

Senior Vice President, Financial Advisor & Portfolio Manager

Boston, MA

0054M000004RP86QAG

Blake Stuart

CFA®

Senior Vice President, Financial Advisor & Managing Director

Boston, MA

0054M000004RP8pQAG

Mark J. Reed

Vice President, Financial Advisor and Portfolio Manager

St. Louis, MO

0054M000004RP8aQAG

Bev Rodrigue

CFP®, CRPC®

Vice President, Financial Advisor

Boston, MA

Zeke Waisel

BFA, CEPA®, CFP®

Vice President, Financial Advisor

Boston, MA

0054M000004RMPTQA4

Bertie Cayzer

Senior Portfolio Manager

Boston, MA

0054M000004RP99QAG

John Graziano

Associate Financial Advisor

Boston, MA

Client Service Team

0054M000004RP7wQAG

Jessica Vacanti

Senior Client Service Manager

Boston, MA

Julia Cormican

Client Service Manager

Boston, MA

Delvin Carrol

Devlin Carroll

Client Service Manager

Boston, MA

Resources from our team

Filters
Filters

Newsroom

The Minnestoa Star Tribune: Bertie Cayzer Featured in “Market Volatility Leaves Some Minnesotans Uneasy About 401(k) Retirement Investments”

Bertie Cayzer, Senior Portfolio Manager at Wealth Enhancement, was featured by The Minnestoa Star Tribune in an article called, “Market Volatility Leaves Some Minnesotans Uneasy About 401(k) Retirement Investments
Bertie Cayzer

Blog

Your Comprehensive Guide To Being an Estate Executor

Serving as an estate executor? Learn the 10 essential steps to manage and distribute assets, handle taxes, and navigate legal duties with confidence and clarity.
Zeke Waisel BFA, CEPA®, CFP®

Team locations

Boston, MA
Ten Post Office Square, Suite 1200 South, Boston, Massachusetts, 02109
(617) 695-2100
details
St. Louis, MO
8000 Maryland Ave. Suite 710, St. Louis, Missouri, 63105
(314) 833-6641
details

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.