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Wealth Enhancement to Acquire AEGIS Financial, an Independent RIA with Over $468 Million in Client Assets
This partnership will bring the firm’s total client assets to more than $132.2 billion.
Dec 18, 2025
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Newsroom
Wealth Enhancement to Acquire Dent Wealth Advisors, an Independent RIA with Over $340 Million in Client Assets
This partnership marks Wealth Enhancement’s first location in Louisiana and will bring the firm’s total client assets to more than $132.5 billion.
Dec 22, 2025
Newsroom
Woman’s World: Chloe Briel Featured in “Medicare Prescription Payment Plan Spreads Costs over 12 Months with Zero Interest—How to Enroll”
Chloe Briel, ADPA®, CFP®, Advanced Planning Manager at Wealth Enhancement was featured by Woman’s World Online in the article, “Medicare Prescription Payment Plan Spreads Costs over 12 Months with Zero Interest—How to Enroll”
Feb 5, 2026
Newsroom
CNBC: Ayako Yoshioka Featured in “Watch CNBC’s full interview with the ‘Closing Bell’ Panel”
Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by CNBC’s Closing Bell.
Feb 6, 2026
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Bloomberg Tech: Ayako Yoshioka Featured in “Tech Earnings: Google’s Spending, Arm’s AI Data Center Push”
Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Bloomberg Tech.
Feb 6, 2026
Newsroom
CBS: Dustin Smith Featured in “Tips to help keep you from overspending for the holidays”
Dustin Smith, Senior Vice President, Financial Advisor shares tips to keep holiday spending from derailing your finances.
Nov 25, 2025
Newsroom
Bloomberg Tech: Ayako Yoshioka Featured in “Nvidia’s Earnings Fortify Investors’ Faith in AI Trade”
Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Bloomberg Technology.
Nov 20, 2025
Newsroom
WCCO Morning News: Bruce Helmer Featured in “Is one million dollars a fleeting number when it comes to retirement?”
Bruce Helmer, Co-Founder, Financial Advisor and Author, Speaker and Host of the Your Money Radio Show, was interviewed by WCCO Morning News.
Nov 24, 2025
Newsroom
Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets
This partnership brings the firm’s total client assets to more than $127.8 billion.
Dec 2, 2025
Newsroom
CBS: Dustin Smith Featured in “How do you start a conversation about estate planning?”
Dustin Smith joins CBS News Minnesota to discuss having meaningful conversations over the holidays about money, intentions, and the kind of legacy you want to leave.
Dec 2, 2025