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Wealth Enhancement Group Adds New Leadership, Leads Industry as Top Acquirer, and Experiences Record Growth

Wealth Enhancement Group, a national independent wealth management firm with more than $68.1 billion in total assets under management, is rapidly becoming one of the nation’s leading RIA platforms. The firm today announces leadership additions and the growth of $7.6 billion in client assets since January 1, 2023. Wealth Enhancement currently ranks 6th on Barron’s list of Top 100 RIAs and has increased its ranking on the list for four consecutive years.1

Aug 8, 2023

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CBS: Dustin Smith Featured in “How to Automate Your Finances”

In this segment of CBS 4 Your Money, Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group discusses how a major contributor to improving financial outcomes comes from investing automatically.

Aug 8, 2023

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31 Minnesota Financial Advisors Named 2019 Five Star Wealth Managers

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $9.6 billion in client assets*, has announced that 31 financial advisors from their Minnesota offices received the 2019 Five Star Wealth Manager award.**

Jan 30, 2019

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6 Chicagoland Financial Advisors Named 2018 Five Star Wealth Managers

MINNEAPOLIS (12/31/18)—Wealth Enhancement Group, an independent wealth management firm that oversees approximately $9.6 billion in client assets*, has announced that six financial advisors from their Chicagoland offices received the 2018 Five Star Wealth Manager award.**

Dec 30, 2018

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Larry Smith Honored with 2017 Five Star Wealth Manager Award

MINNEAPOLIS (7/17/17)—Wealth Enhancement, an independent wealth management firm that oversees approximately $7 billion in assets* has announced that Larry Smith from their Houston, TX office has received the 2017 Five Star Wealth Manager award.**

Jul 17, 2017

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Bloomberg Daybreak Australia: Opportunities Amidst Volatility

SVP - Financial Advisor Nicole Webb of our New York-Madison Avenue office joined Bloomberg Daybreak Australia to share her thoughts on the opportunities in all the market volatility.

Oct 5, 2020

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CBS: Dustin Smith Featured in “How Some Seniors Could Benefit from a Special Tax Provision”

In this segment of CBS 4 Your Money, Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group discusses how seniors who must take required distributions from their IRAs may be able to benefit from a special tax provision for qualified charitable distributions (QCDs).

Aug 2, 2023

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MarketWatch: Brett Boner Featured in “4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond”

Brett Boner, CDFA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by MarketWatch in “4 Things to Consider Before Getting Divorced in Your 50s, 60s or Beyond.” “Social Security is a big thing to consider, not only in retirement, but in divorce,” said Brett Boner, a financial adviser at Wealth Enhancement Group.

Jul 27, 2023

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Forbes: Jim Cahn Featured in “Inflation Insurance For Retirees: What Does It Cost?”

Jim Cahn, Chief Investments Officer and Business Development Officer at Wealth Enhancement Group was featured by Forbes in “Inflation Insurance For Retirees: What Does It Cost?” “Very few people own fixed income in a vacuum. With equities you get some hedge against inflation,” Cahn says.

Jul 29, 2023

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InvestmentNews: Mark Cortazzo Featured in “Annuities Selling at Record Level as Clients Look for Growth and Buffers”

Mark Cortazzo CFP®, CIMA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by InvestmentNews in “Annuities Selling at Record Level as Clients Look for Growth and Buffers.”

Jul 24, 2023

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