Business Details
29 Years
experience
Your Trusted Partner for Comprehensive Wealth Management
Wealth Enhancement delivers comprehensive wealth management services grounded in personalized, team-based financial advice. Since 1997, our nationwide network of advisors and specialists has provided tailored solutions in tax strategies, estate planning, retirement income planning, investment management, and business consulting. Our approach combines technical expertise with compassionate service, ensuring clients receive integrated advice aligned with their unique goals.Recognized by Barron's, Forbes, and USA Today for excellence in practice quality and client retention, we prioritize long-term relationships and fiduciary responsibility. Our proprietary Plan-Led Investing methodology ensures tax-efficient portfolio management, while our Roundtable system connects clients with multidisciplinary experts for complex financial needs.
Services
Financial Planning
Investment Management
Tax Strategies
Estate Planning
Retirement Income Planning
Business Consulting
Details
- Year established: 1997
Highlights and features
- We offer a team-based approach with specialists in tax, estate planning, and retirement.
- Our advisors are backed by a nationwide network of experts.
- We have over 25 years of experience in wealth management.
- We provide personalized financial plans tailored to your lifestyle and goals.
- We have received awards from Barron's, Forbes, and USA Today.
Associations and certifications
- Certified Financial Planner Board of Standards, Inc. (CFP Board)
- Registered Investment Advisor (RIA)
What people say
Personalized approach
Expert knowledge
Long-term commitment
Proactive communication
Comprehensive solutions
Services
Financial Planning
Our financial planning services create customized roadmaps for clients' financial futures. We analyze income, expenses, and goals to develop strategies for debt management, savings, and long-term wealth accumulation. Advisors consider tax implications, risk tolerance, and life changes to ensure comprehensive coverage. The service helps clients achieve milestones like homeownership, education funding, and retirement readiness through structured budgeting and investment strategies tailored to individual circumstances.
Investment Management
Investment management focuses on optimizing clients' portfolios through strategic asset allocation and tax-efficient strategies. Our fiduciary advisors select investments aligned with risk profiles and financial goals while continuously monitoring market conditions. The service includes regular portfolio rebalancing, concentrated stock mitigation, and cash flow management to maximize returns while maintaining appropriate risk levels. Proprietary technology enhances tax optimization across investment decisions.
Tax Strategies
Tax strategy services develop proactive approaches to minimize tax liabilities across all financial aspects. Specialists coordinate with advisors to implement tax-smart investment strategies, retirement account management, and estate planning techniques. The service addresses complex scenarios including business ownership, cross-border taxation, and trust structures while ensuring compliance with evolving tax regulations through ongoing consultation and planning adjustments.
Estate Planning
Estate planning creates legal frameworks for asset distribution and legacy preservation. Our specialists design customized plans incorporating wills, trusts, and beneficiary strategies while addressing state-specific regulations. The service optimizes tax efficiency through charitable giving strategies and generational wealth transfer mechanisms. Regular reviews ensure plans remain current with life changes and evolving tax laws to protect clients' intentions.
Retirement Income Planning
Retirement income planning develops sustainable cash flow strategies for post-career life. We analyze pension options, Social Security optimization, and withdrawal strategies from various account types. The service creates tax-efficient income streams through diversified portfolio management and annuity solutions while addressing healthcare costs and longevity risks to ensure financial security throughout retirement.
People
Bill Cannon
Director, Retirement Plan Consulting
Bill Cannon specializes in retirement plan consulting with expertise in qualified retirement plans and fiduciary responsibilities. He helps business owners optimize employee benefits while meeting regulatory requirements.
Wendell Clarke
Behavioral Wealth Specialist
Wendell Clarke combines behavioral finance principles with wealth management strategies to help clients make rational financial decisions aligned with long-term goals.
Ariel da Silva
Director of Fixed Income
Ariel da Silva leads fixed income strategy with expertise in bond market analysis and income-focused portfolio construction for clients seeking stable returns.
Susan Dougherty
Tax Consultant
Susan Dougherty provides specialized tax consulting services, focusing on complex tax situations and strategies to minimize liabilities across personal and business financial plans.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement, tax strategies, estate planning, investment management, and business consulting tailored to individual needs.
How does your team-based approach work?
Local advisors collaborate with national specialists in various financial fields to create holistic solutions for complex client needs through our Roundtable system.
Are you fiduciaries?
Yes, as registered investment advisors, we have a legal obligation to act in clients' best interests at all times.
How are your investment strategies developed?
Strategies are created through our Plan-Led Investing methodology, which aligns portfolios with comprehensive financial plans and tax optimization goals.
What makes your firm different from other advisors?
Our combination of local advisory teams with national specialists, proprietary tax technology, and 25+ years of proven client retention sets us apart.
How often will I meet with my advisor?
We recommend annual reviews with additional meetings available for significant life changes or urgent financial decisions.
