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Meet With Us

Helmer Team

775 Prairie Center Dr Ste 380

Eden Prairie,

MN

55344

helmer-info@wealthenhancement.com

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Meet with us

About the Helmer Team

The Helmer Team leverages a team-based approach to deliver comprehensive financial planning, crafted to your unique needs. Our mission is to simplify your financial life—to afford you the time you need to focus on what you love, without having to think about your money. With a deep commitment to service, we strive to delight our clients at every turn, through proactive planning and personalized attention. If you’re ready to discover how our holistic wealth planning can unlock your financial future, reach out today for a complimentary introductory meeting. 

Advisory Team

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Bruce Helmer

Co-Founder, Financial Advisor and Author, Speaker and Host of the Your Money Radio Show

Eden Prairie, MN

Resources from our team

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Blog

Q2 2021 Open Lines

Between the new tax proposals, Reddit stocks and memecoin, our listeners have a lot of questions. Bruce and Peg have answers. Full Episode
Bruce Helmer

Blog

Marrying Later in Life

New romance isn’t just for young lovers. For a variety of reasons, many are choosing to get married later in life, and Bruce and Peg are here to talk about the special considerations that entails.
Bruce Helmer

Blog

7 Market Movers Q1 2021

The 4th quarter of 2020 spoke to the importance of a diversified portfolio. Bruce and Peg are joined by Chris Haarstick, Director of Investments, to discuss how 2020 concluded and what we can expect in 2021.
Bruce Helmer

Blog

How to Properly Set a Budget

A lot of people have made financial New Year’s resolutions, but without a budget, you aren’t going to keep them. Bruce and Peg offer some tips for setting your budget and sticking to it. Full Episode http://info.wealthenhancement.com/hubfs/assets/audio/Your_Money/2021/E-WCCO-01102021-FINAL.mp3
Bruce Helmer

Blog

All About Gifting and Giving

As a happy holiday coincidence, the giving season comes at the end of the year, when people are also putting a bow on their finances for tax purposes. Now, don’t get us wrong. The purpose of giving is not to get a tax break. If that’s your goal, you’re doing it wrong, and for the wrong reasons.
Bruce Helmer

Team locations

Eden Prairie, MN
775 Prairie Center Dr Ste 380, Eden Prairie, Minnesota, 55344
(952) 249-5000
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

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USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.