About the Patterson Team
Our advisory team is run by ethical, experienced, and knowledgeable advisors who are passionate about working side-by-side with clients and acting in their best interests. We specialize in providing tax-efficient investment strategies for goal-oriented financial, retirement, estate, and philanthropic planning. Our clients love working with us because we remove the financial planning burden from their list of things to do. We work with clients to understand their needs and then follow through to make sure everything is complete to create a successful outcome.
Advisory Team
Client Service Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
About Wealth Enhancement
Wealth Enhancement offers integrated financial services grounded in clear, detailed advice. With local offices around the country, each advisory team is backed by a network of specialists who can address nuanced financial needs, no matter how complex. We offer estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and comprehensive planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.