Get Your Wealth Blueprint
Your financial future deserves a second opinion
Worth $1,200—on us.
You didn’t get here by accident. Every account, strategy, and decision added up to something. But when’s the last time anyone checked the math? That’s what a Wealth Blueprint™ is for.
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. Forbes: Awarded 10/1/25 for the period 3/31/24-3/31/25. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.
A review based on your goals
See what’s working and what isn’t. We’ll look for gaps and uncover opportunities in a hand-crafted blueprint built on your priorities and the life you want to live.
Custom “what if” scenarios
How does your plan do if you retire early? Lose income? We’ll share how to stay prepared and focused on your goals.
A holistic approach
Is your current plan doing all it can? We’ll spot gaps and opportunities with our Plan-led Investing™ approach.
Tax-efficient strategies
Are you taking advantage of strategies to keep more of what you’ve earned? We’ll share specific strategies.
Personalized planning
Based on your personal financial goals, we’ll share up to five hand-picked strategies to help you meet them.
Discover Plan-Led Investing
See how we examine your plan, what goes into crafting your personal Wealth Blueprint, and what you can expect throughout the process.
Your Wealth Blueprint, and what to expect
Most advisors start with market analysis and doling out advice. We start by listening. Only when we fully understand what you want to accomplish can we craft a plan and investment strategy to serve your goals.
Consult
We’ll start with a call where we’ll talk about your goals, your values, and what matters most to you, and securely gather any information in order to craft your blueprint.
Review
In our second call, we’ll share your tailored retirement scenarios, investment recommendations, and considerations with a blueprint to help achieve your goals.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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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.