Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets.
At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our fundamental purpose is to work as a team to do what's best for the client, and we deliver on that promise in three ways:
1) A Roundtable team of specialists. Our team-based approach to financial planning helps ensure that our clients' plans are covered from all angles, including tax strategies, estate planning, insurance, retirement income planning and investment management.
2) Independence. As a privately-held firm, we aren't beholden to any Wall Street bosses, and we don't have any proprietary products to sell. We're able to give our clients unbiased, objective advice that's in their best interests.
3) Values-Driven Planning. We take the time to get to know each and every one of our clients' fundamental values, as we believe these provide the firmest foundation for any financial plan.
Wealth Enhancement Group currently serves clients via 13 offices throughout Minnesota and Iowa.
|Firm Start Year:||1997|
|Name of Broker/Dealer:||LPL Financial|
|I work with the following types of clients:||Retirees , Individual Investors|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||General Insurance License|
Securities registrations are held at LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Wealth Enhancement Advisory Services, a registered investment advisor.
As a Certified Financial Planner (CFP) professional, Steve combines 15 years experience along with his technical expertise and communication skills to solve comprehensive planning issues. Steve understands that a successful plan relies on implementation, ongoing monitoring, and fine-tuning. Through his exceptional client service team and the expertise of Wealth Enhancement Group, he is able to help ensure that his clients' values become reality.
Steve is a six-time winner of the FIVE STAR Best in Client Satisfaction Wealth Manager as noted in the Minneapolis?Saint Paul Magazine and Twin Cities Business magazine. Steve has a Bachelor's degree in Business from the University of Minnesota, Carlson School of Management. He resides in Minnetrista with his wife Carri, daughters Alexa and Mariah and their dog, Harley. On summer weekends you will find Steve and his family on Maple Lake, fishing, boating, and having fun.
**¹ Factors included in the rankings: customer service, integrity, value for fee charged, knowledge/expertise, communication, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|