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Wealth Enhancement is pleased to announce Jim Cahn, Chief Strategy Officer, has been named a finalist for M&A Leader of the Year in the 2025 ThinkAdvisor Luminaries Awards. Jim is recognized in the category of RIAs managing more than $10B in client assets.
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Joe Gaj, CLU®, Director of Insurance at Wealth Enhancement, was featured by The Wall Street Journal in the article, “Term vs. Whole Life Insurance: Choosing What’s Right for You”
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Paul J. Brahim, CFP®, CEPA®, Managing Director, Financial Advisor, Strategic Referral Programs at Wealth Enhancement, was featured by Crain Currency in the article “Armani’s ‘elegant’ succession plan is a model for wealthy families.”
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Dustin Smith, Senior Vice President, Financial Advisor at Wealth Enhancement, shares thoughts on what adults should tell their grown-up children about their financial situation
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Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed on CNBC’s Closing Bell.
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Raneen Raad, CPA®, Tax Manager, and Senior Tax Advisor at Wealth Enhancement, was featured by GoBankingRates in the article, “4 Ways To Get the Most from Trump’s Below-the-Line Tax Deductions.
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Nicole Webb, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was interviewed on CNBC’s Closing Bell.
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Only 17% of Americans feel completely in control of their financial future
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Dustin Smith, Senior Vice President, Financial Advisor at Wealth Enhancement, breaks down bull and bear markets and the implications of each.
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Paul J. Brahim, CFP®, CEPA®, Managing Director, Financial Advisor, Strategic Referral Programs at Wealth Enhancement, was featured by CNBC in the article “These are the red flags to watch out for when picking a financial advisor, experts say”
