WHY WEALTH ENHANCEMENT
A plan-first approach to your wealth
Your goals, your ambitions, your legacy. With you at the center, our Plan-Led Investing™ method leaves no stone unturned and is built for your lasting wealth.
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. 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.
Why clients choose Wealth Enhancement
Team-based approach
Behind every advisor is our Roundtable™ of specialists in tax, estate, insurance, and investment strategies.
Our robust network of specialists, researchers, and resources work together to help you pursue every opportunity.
Fiduciary commitment
We act in your best interest, always. Every recommendation is driven by your goals, not commissions or quotas.
Your financial plan is crafted with transparency, care, and your long-term success in clear focus.
Dedicated advisor
You are paired with an advisor who gets to know what matters most in your life.
As your one point of contact, your advisor makes recommendations so that you can make confident, well-informed financial decisions.
Plan-Led Investing
Our experienced investment team actively manages and monitors our central strategies through a robust platform designed to support each client’s goals and risk profile.
Your portfolio is rigorously monitored, managed, and refined with tax efficiency to help you keep more of what you earn.
Transparent guidance
Clarity builds trust. That’s why we keep you informed at every step of your financial journey.
From performance updates to proactive planning conversations, you always know where you stand and why decisions are made.
Expansive presence, personalized service
Our client experience has earned national recognition for consistency and excellence.
While industry awards are nice, what matters most is the trust and long-term relationships we build with every one of our clients.
Our capabilities
What's on your financial blueprint?
Your priorities become the foundation of your blueprint. Together, we’ll build a custom, comprehensive plan for all aspects of your wealth. Where would you like to start?
About Us
Behind every plan, a firm you can trust
In 1997, a group of financial advisors, each with their unique specialty, got together to improve clients’ lives. This vision has shaped our firm.
Our collaborative Roundtable approach ensures that tax, estate, and investment strategies work in harmony.
Our executive leaders work together to give advisors the tools and resources they need to deliver truly exceptional financial planning and service.
Hear from our team
In the business of care
When you work with us, you get personalized financial guidance that puts you at the center – with a dedicated advisor supported by a deep bench of specialists, all focused on helping you build the life you want.
Discover Plan-Led Investing
Let's create a blueprint for your future
Meet with our concierge team and be paired with an advisor who crafts a plan that evolves alongside your goals.
Complete the form, and we will reach out to guide you with clarity and care.
During the first no-obligation sessions, you can expect a:
Second opinion on your financial situation
Custom proposal for your wealth planning
Warm introduction to your dedicated advisor
Meet with an advisor