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Chris Mattern, CFP®, Vice President and Financial Advisor at Wealth Enhancement, was interviewed by AssetTV.
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Wealth Enhancement is proud to announce it was ranked #29 on the Nashville Business Journal’s 2026 Largest Financial Planning Firms list.
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Chloe Briel, CFP®, ADPA®, Senior Advanced Planning Manager at Wealth Enhancement was featured in WSJ Buyside’s article, “Financial Advisor vs. Financial Planner: What You Need to Know”
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Ayako Yoshioka, CFA®, Director and Senior Investment Strategist at Wealth Enhancement, was featured in Financial Advisor Magazine’s article, “Gated Alt Investment Clients Are Coming Back For More, Goldman Says.”
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Dustin Smith, Senior Vice President, Financial Advisor discusses why Minnesota’s $3 million estate tax threshold affects more families than the federal threshold and how annual gifting can fit into estate planning.
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Ayako Yoshioka, CFA®, Portfolio Consulting Director at Wealth Enhancement, was interviewed on Bloomberg’s The Close.
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Ryan McKeown, CFP®, CFA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by The Street in the article, “Social Security hides a double tax break inside one loss”
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Paul Brahim, CFP®, CEPA®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Decatur Daily in the article, ” The era of cheap money is over. What higher rates mean for you”
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Laura Mattia, PhD, MBA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Barron’s in the article, “Diversifying your portfolio in the age of AI is tricky. How to do it.”
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Brian Kuhn, CFP®, CLU®, ChFEBC®, CLTC®, CMFA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by InvestmentNews in the article, “Pre-IPO investing: When should advisors buy into Anthropic or SpaceX?”
