Business Owner Services
Business Services Built Around the Owner, not just the Balance Sheet
For many business owners, their business is their income, retirement plan, and passion. Wealth Enhancement Business Services helps you plan your business along with your life.
Recognized by the Best
Barrons: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of June 30th of the ranking year. FA Magazine: Awarded July 2026 for data as of December 31, 2025. USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Paid for logo use.
Your Business and Your Life
Wealth Enhancement helps business owners coordinate employee benefits, retirement plans, and growth or exit strategies. Specialists in each area work with your advisor to ensure decisions support your business, employees, and long-term financial goals.
Retirement Plan Consulting
Our retirement plan services help sponsors manage fiduciary obligations, including investment policy reviews, fund selection, and performance monitoring. Sponsors also receive secure, 24-hour access to plan records through Fiduciary Briefcase.
Business Growth & Exit Planning
Business owners need a clear understanding of value at every stage. We help increase business value, close gaps, plan succession, optimize exits, and manage post-sale wealth, supported by Value Builder assessments and insights.
Employee Benefits Programs
A strong benefits package helps attract and retain employees. We design and manage health, life, disability, and retirement plans, providing coordinated guidance through a single team rather than multiple vendors.
Frequently Asked Business Service Questions
Yes. Wealth Enhancement can manage group retirement plans and employee benefits programs as one coordinated service. The same team that designs your 401k plan can also structure your group life, health, and disability coverage.
Ideally exit planning starts three to seven years before a transition. That window gives enough time to close value gaps, align the business with your personal financial goals, and address tax exposure before a sale.
Group benefits programs from Wealth Enhancement are generally built for small and mid-size businesses rather than large enterprises with in-house HR and benefits teams. The program is tailored around each employer’s specific workforce and budget, covering group life, disability, and health insurance plus other ancillary products, so the design flexes with company size rather than assuming a fixed headcount threshold.
I don’t sweat the market bumps because I am confident that if there is financial growth to be found, or losses to be minimized, my team can do it.
– Carol Jacobs
No compensation was given for this testimony.
The whole Wealth Enhancement organization instills confidence that our finances are in the best place and managed well, in accordance to our goals.
– Bryan Fredrickson
No compensation was given for this testimony.
Wealth Enhancement has simplified my life by provide the comprehensive expertise needed at this pivotal time in our lives.
– Kathy Van Roeke
No compensation was given for this testimony.
What separates Wealth Enhancement advisors is their personal touch. The interplay between wealth accumulation and dissipation helps guide our financial plan for the long run.
– Mark L., Private Client
No compensation was given for this testimony.
We have been with Wealth Enhancement for over 25 years. It was a *great decision on our part* as we would never be in the financial shape that we are today without them.
– Janet Williams
No compensation was given for this testimony.
One team, bridging your business life and your real life
Business owners face unique responsibilities. Talk to a team that understands those responsibilities and works with you to help you and your business thrive.