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.
With more than 15 years of experience in personal financial planning, Bill has the knowledge and experience to help his clients make the smartest financial decisions. He takes an educational approach to financial planning, continually breaking down complex issues to make them easier to understand. He strives to know his clients well, understand their needs, and design and implement specific solutions for each one. Bill graduated magna cum laude from the University of Northern Iowa with a major in Finance and minor in Economics. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional.
In 2013, Bill was recognized as one of Barron's magazine Top 1,000 Advisors.¹ Bill's ranking places him among the top 20 financial advisors in Minnesota. Bill is a four-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.¹ He resides in Woodbury, where he enjoys spending time with his wife and three children.
¹ Barron's Top 1000 Financial Advisor award is based on assets managed, revenue and quality of practice.
2 Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
|Circle Pines||Cottage Grove|
|Hugo||Inver Grove Heights|
|Marine On Saint Croix||Mendota|
|Saint Paul||Saint Paul Park|
|Somerset||South Saint Paul|
|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|