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
|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|
|I work with the following types of clients:||Retirees|
|Advisory Services Provided:||Retirement Planning, Tax Advice and Services, Estate Planning & Trusts, Financial Planning for Individuals|
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.
Michele Newhouse Sr. VP, Financial Advisor
Morgan Schleif Sr. VP, Financial Advisor
Edwina Allee Sr. VP, Financial Advisor
Rob Burley Sr. VP, Financial Advisor
Peg Chromy Webb Sr. VP, Financial Advisor
Preston Koenig Assoc. Financial Advisor
Michael Bishop Vice President
Bruce Helmer Co-Founder
Steve Hess Sr. VP, Financial Advisor
Pat Wolfe Sr. VP, Financial Advisor
Nick Beissel Sr. VP, Financial Advisor
Chad Essman Sr. VP, Financial Advisor
Mike Hess Sr. VP, Financial Advisor
Jeff Hockert Sr. VP, Financial Advisor
Bruce Santjer Sr. VP, Financial Advisor
Ben Schaefer Sr. VP, Financial Advisor
Dustin Smith Vice President, Wealth Co
Adam Weiland Sr. VP, Financial Advisor
Justin Whiley Sr. VP, Financial Advisor
Margaret Beggs Towle Sr. VP, Financial Advisor
Bill Sukup Sr. VP, Financial Advisor
Andrew Thelander 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|
|Hugo||Inver Grove Heights|
|Saint Bonifacius||Saint Michael|
|Saint Paul||Saint Paul Park|
|South Saint Paul||Spring Park|