We are proud to share that Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement, has been recognized in Financial Advisor Magazine's 2025 RIA Ranking. WEAS was named #10 on both the 2025 RIA ranking and the RIA Discretionary and non-discretionary AUM Ranking. This marks the sixth consecutive year that WEAS has been featured on the list, underscoring our dedication to comprehensive financial planning and client-focused approach. Find more details on this ranking here: https://lnkd.in/eX9F2yav Awarded on 7/11/2025 for the one-year period of July 2025-July 2026.
About us
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
- Website
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http://www.wealthenhancement.com
External link for Wealth Enhancement
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Plymouth, Minnesota
- Type
- Privately Held
- Specialties
- Financial Planning, Investment Management, Tax Strategies, Risk Management, Insurance, Estate Planning, Group Retirement Plan Consulting, and Retirement Income Planning
Locations
Employees at Wealth Enhancement
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Karen Lee
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Wiley H. Stephens
Senior Tax Advisor, Wealth Enhancement Group
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Brian Lomax, CFA, CAIA
Senior Portfolio Manager at Wealth Enhancement
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Rick Raybin, CFP®, CEPA
VP Financial Advisor @ Wealth Enhancement Group | CERTIFIED FINANCIAL PLANNER™ Professional | Offering Full-Service Wealth Management to…
Updates
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The Oakwood Team, based in Los Angeles, California, has been recognized as an InvestmentNews 5-Star Wealth Management Team. Congratulations to the Oakwood Team on this achievement! Awarded on 5/12/2025 for the ranking year 2025.
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We are pleased to announce that we are joining forces with Manwaring Wealth Management in Gilbert, Arizona. The team oversees more than $164 million in client assets and is led by Joshua Manwaring, Founder and Wealth Advisor. Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, "For more than two decades, Joshua Manwaring has built an impressive practice where clients are the top priority. His team's core values and wealth management philosophy align well with our own, making them an ideal partner for Wealth Enhancement." Read the full press release here: https://lnkd.in/echWv6Sd
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Catch Douglas Huber, Deputy Chief Investment Officer at Wealth Enhancement, on Yahoo Finance at 11:00 AM ET tomorrow. Doug will discuss the latest in alternative investing. Be sure to tune in!
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Ayako Yoshioka, CFA, Portfolio Consulting Director at Wealth Enhancement, recently joined CNBC Closing Bell to discuss the latest news affecting markets, including earnings growth. Watch the full replay here: https://lnkd.in/eYVF_8mc This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances.
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Congratulations to the InConcert Napa Valley Team on being named a 5-Star Wealth Management Team by InvestmentNews. 👏 Awarded on 5/12/2025 for the ranking year 2025.
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Charles Massimo, SVP Wealth Enhancement Group, recently shared his insights on the benefits of Achieving a Better Life Experience (ABLE) accounts with Sharon Epperson of CNBC. "For the first time, millions of Americans with disabilities will have access to the same kind of tax-advantaged wealth-building accounts most families already have." Read the full article, featuring Charlie's insights here: https://lnkd.in/ePPE2JNN
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In this week's edition of 7 Market Movers, Douglas Huber, Deputy Chief Investment Officer at Wealth Enhancement, breaks down recent market developments and what they mean for investors. Three themes dominated the markets this week: tariff tensions, the Fed, and the latest GDP report. Learn more here: https://lnkd.in/erjJkgQe This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including possible loss of principal.
7 Market Movers | August 1, 2025
https://www.youtube.com/
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We close out this week's Intern Spotlight series by highlighting Ishaan Paul, who works with the Northbrook Team in Illinois. Ishaan is a student at Indiana University Kelley School of Business, studying Accounting and Finance and Economics. When asked what he has learned through his internship, Ishaan says, "I have learned to always be open to learning more, no matter what stage of life you are in, because there is always some way to be a better version of yourself."
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Am I financially stable and secure for life? Laura Mattia, Ph.D., MBA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, recently shared her insights on Social Security and the value of financial advice with Alisa Wolfson of MarketWatch Read the full article here: https://lnkd.in/eCnmiHRe