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Kelly Lagore, CFP®, MQFP®, Senior Financial Planner at WEalth Enhancement authored a byline published by Kiplinger titled, “Your Guide to Financial Stability as a Military Spouse, Courtesy of a Financial Planner”
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Laura Mattia, Ph.D, MBA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by MarketWatch in the article “The world’s largest asset manager says you can’t count on bonds anymore. What are retirees supposed to do now?”
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Stephanie Ford, CRPC®, CDFA®, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by Bloomberg in the article “Gold and Silver Fans ‘Hate This New Volatility’ But Keep the Faith”
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Dustin Smith, Senior Vice President, Financial Advisor joins CBS News Minnesota to discuss the different kinds of savings plans and preparing for the future.
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Jim Cahn, Chair of the Investment Committee and Chief Strategy Officer at Wealth Enhancement, was interviewed by Fox Business.
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We are proud to announce that eight Wealth Enhancement financial advisors have been recognized by Barron’s on the 2026 Top 1,500 Financial Advisors ranking.
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Benjamin Dorsey, CPA/PFS, CFP®, CDFA, MST, Vice President of Tax Services at Wealth Enhancement, was featured by Kiplinger in the article, “6 Ways to Make the Most of Your 2026 Tax Refund”
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Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed by Bloomberg’s The Close.
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Dustin Smith, Senior Vice President, Financial Advisor joins CBS News Minnesota to talk through four important tax changes to prepare for before the year ends.
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This partnership marks Wealth Enhancement’s first location in the Ann Arbor market and brings Wealth Enhancement’s total client assets to more than $146.5 billion.
