At Wealth Enhancement Group, we simplify your financial life
through our team-based approach, enabling you to make more
confident decisions and be less stressed about managing your
With expertise in six key areas of wealth management, our
Roundtable team helps ensure your financial life is examined
from all angles: financial planning, tax strategies, investment
income planning, insurance, and estate planning.
You get all the specialized knowledge you need, all through one
point of contact.
Join us today and rest in the comfort of knowing your entire
financial life is unified, simplified and under control.
|Firm Start Year:||1997|
|Name of Broker/Dealer:||LPL Financial|
|States Licensed in:||AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO,MS, MT, NC, ND, NH, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY ONLY|
|Number of Years with Current Firm:||20|
|I work with the following types of clients:||Individual Investors , Retirees|
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
Corporate History / Background
Back in 1997, four financial advisors sharing office space discovered they also shared a critical belief: the financial services industry needed a better way to provide advice to clients. They were passionate about that truth. They had complementary skills in financial advice, technical expertise, relationship management and operations that enabled them to translate their passion into action. From those shared beliefs, Wealth Enhancement Group was born.
This new approach to financial services put clients first. It made clients long-term partners in planning their own futures based on their values and goals, so that they understood why they owned the investments they did. It ensured our firm's advice would always be in their best interest.
Like all good ideas, Wealth Enhancement Group has branched, adapted, and grown as new people work on it. But more than 20 years later, the basics remain. We believe independence from Wall Street, and a client-centered approach to financial services, are good for clients. We believe a team-of-specialists methodology delivers better results than a single financial advisor can offer. And we believe the long-term partnership we create with clients gives them confidence about their financial future.
Financial Planning for Individuals
Financial planning is at the very core of the comprehensive financial planning services we offer to individuals and families seeking to build, protect and manage wealth over time. That's why our approach to comprehensive financial planning seeks to help you fully assess your current situation, goals and desires by basing your plan on your values. Your financial advisor works with our Roundtable team to help you recognize and pursue opportunities, minimize taxes, invest more effectively, and achieve a greater understanding of comprehensive, values-based financial planning services.
Retirement income planning is a step in the financial planning process that is often overlooked. Many individuals only focus on the wealth accumulation phase, but retirement income planning is essential in order to ensure that you do not outlive your income. There are many variables to consider when planning for retirement. Inflation, rising health care costs and long-term care are just a few examples of the things that can affect your retirement income. Our team can help you create a retirement income plan with the goal of providing a sustainable, predictable, tax-efficient stream of income based on your age, values and vision of retirement. In addition, based on your risk tolerance, we'll develop an asset allocation strategy so that you have an effectively diversified portfolio that helps deliver what you need and what you want in retirement.
Estate Planning & Trusts
When we sit down with you to begin your estate plan, we start with one simple question: What do you value most in life? We believe that more than any other aspect of life, the values you hold dear should drive your decisions and determine your legacy. Our estate planning services team is specifically structured to help you create an estate plan by working closely with your tax and legal advisors to help ensure that all of the pieces of your plan work together for you and your loved ones' benefit. Effective estate planning can help you while you're very much alive and well, protecting your assets now, and providing income while you're healthy and enjoying retirement. Through estate planning tools like life insurance, annuities and charitable trusts, we help you provide for your own needs while ensuring that the bulk of your assets are distributed according to your values and wishes. We also believe that estate planning isn't just for the wealthy. Our experience is that modest estates need even more careful planning because there's less room for error in the distribution of assets.
Sr. VP, Financial Advisor
Sr. VP, Financial Advisor
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|