Wealth Enhancement Group

Tel: (888) 236-9777
505 N. Highway 169
Suite 900
Plymouth, MN 55441
Wealth Enhancement Group | Financial Advisor in Plymouth ,MN

About Wealth Enhancement Group

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
wealth.

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
management, retirement 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.

Offices in Minnesota:

Alexandria, MN
303 22nd Ave. W., Suite 200, Alexandria, MN 56308

Arden Hills, MN
3900 Northwoods Dr., Suite 340, Arden Hills, MN 55112

Brainerd, MN
14275 Golf Course Rd., Suite 150, Baxter, MN 56425

Burnsville, MN
350 W. Burnsville Pkwy, Suite 600, Burnsville, MN 55337

Eden Prairie, MN
775 Prairie Center Drive, Suite 380, Eden Prairie, MN 55344

Mankato, MN
810 Madison Ave., Suite 600, Mankato, MN 56001

Plymouth, MN
505 N. Highway 169, Suite 900, Plymouth, MN 55441

Rochester, MN
975 34th Ave NW, Suite 250, Rochester, MN 55901

St. Cloud, MN
2351 Connecticut Ave., Suite 310, Sartell, MN 56377

Woodbury, MN
576 Bielenberg Drive, Suite 120, Woodbury, MN 55125

20 Years of Experience


  • SEC File# 801-60749

General Information
Firm Start Year:   1997
No.of Employees:   100-499
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
I work with the following types of clients:   Retirees , Individual Investors



FAQs


DISCLAIMER

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.

Wealth Enhancement Group

Wealth Enhancement Group

Biography


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.

see more

My Services


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 Planning

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.


see more

My Team


Brent Muller
Brent Muller

Sr. VP, Financial Advisor

Brent has been advising Wealth Enhancement Group clients since 2007. As a believer in the power of teamwork, Brent often leverages the vast knowledge and resources of Wealth Enhancement Group to provide great service and smart strategies to his clients. Specializing in values-driven planning and retirement income planning, he takes pride in his ability to listen and help clients pursue their life goals through comprehensive financial planning. A St. Paul, Minnesota native, Brent attended the University of Minnesota and is a U.S. Army Veteran. He completed his CERTIFIED FINANCIAL PLANNER" coursework through Boston University in 2013 and received the Chartered Financial Consultant® (ChFC®) designation from The American Colle ...more


Michele Newhouse
Michele Newhouse

Sr. VP, Financial Advisor

Michele has been serving clients with Wealth Enhancement Group for more than a decade. Her specialty is comprehensive retirement and financial planning, along with estate planning review. She has extensive experience in tax strategies, investments and income generation. She understands that the economic climate and current events affect our day-to-day markets and that implementing and maintaining proper planning is essential to good financial health. Accumulating retirement assets and distributing assets during retirement are two distinctly different planning events; my goal as a financial planner is to ensure that my clients avoid the pitfalls and stay on track so they can live comfortably in retirement. In her position of V ...more


Morgan Schleif
Morgan Schleif

Sr. VP, Financial Advisor

Morgan's goal is to generate income while keeping taxes to a minimum. Known as The Retirement Income Specialist, he focuses on making potentially confusing financial issues easy to understand. Using his extensive knowledge of investments, tax implications and the overall marketplace, he emphasizes overall portfolio diversification. Morgan began his career in 1978 after graduating from Gustavus Adolphus College in St. Peter, Minn., with a bachelors degree in Economics and Business. Morgan spent time in the banking industry and corporate management as well as a familiar local financial planning firm before joining Wealth Enhancement Group in 1997. Series 7 Securities Registration, Series 66 Advisory Registration, Insurance L ...more


Communities Served

Albertville Andover
Anoka Buffalo
Carver Cedar
Champlin Chanhassen
Chaska Circle Pines
Cologne Dayton
Delano Elk River
Excelsior Hamel
Hanover Hopkins
Hugo Inver Grove Heights
Jordan Long Lake
Loretto Maple Plain
Mendota Minneapolis
Minnetonka Mound
Osseo Prior Lake
Rockford Rogers
Saint Bonifacius Saint Michael
Saint Paul Saint Paul Park
Savage Shakopee
South Saint Paul Spring Park
Victoria Waconia
Watertown Wayzata
Arden Hills

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Social Networks


tweeter facebook linkedin google plus