Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Koenig Team

350 W Burnsville Pkwy Ste 600

Burnsville,

MN

55337

koenig-info@wealthenhancement.com

See other locations

Meet with us

About the Koenig Team

At the Koenig Team, we pride ourselves in our extensive experience, having worked together as a team for many years. We focus on getting to know each client personally, delivering both understandable and useful financial guidance. Our comprehensive approach combines our team’s experience with insights from our RoundtableTM of financial professionals, to provide you with well-crafted plans and clear explanations of complex financial topics. We are committed to helping our clients feel confident about their financial futures, and that their families are well-prepared for whatever comes next. Reach out today to experience a personalized approach to your financial journey.

Advisory Team

00541000003I8r2AAC

Preston Koenig

CFP®

Senior Vice President, Financial Advisor

Burnsville, MN

Resources from our team

Filters
Filters

Newsroom

Pioneer Press: The Four Unknowns of Retirement Planning

To a great extent, how you approach investing depends on how you deal with four financial unknowns: longevity, inflation, market returns and tax policy. In this article, we break down each of these unknowns, and offer suggestions for ways that may help insulate you from their risks.
Margaret Webb

Newsroom

Pioneer Press: Tax Smart IRA Distributions

In our practices, we often have older clients who have built a substantial balance in their qualified accounts such as traditional IRAs or 401(k) plans. In many cases they don’t need to take income from these accounts when they reach age 73, the new start date for taking required minimum distributions (RMDs).
Margaret Webb

Newsroom

Pioneer Press: Tax-Law Changes Are Coming; Be Prepared

Several significant tax-law changes are looming on the horizon — even if they may not arrive until the end of 2025. Because changes to tax policy often can be anticipated, and certain steps are taken to lessen their impact on taxpayers, now is the time to consider the implications for your investment portfolio and financial plan. What’s changing in tax policy at the end of 2025?
Margaret Webb

Newsroom

Pioneer Press: It's Life Insurance Awareness Month

Most people don’t want to think about life insurance. But if others rely on you financially, you need to consider how much you or your loved ones risk losing without it. Life insurance can be an affordable way to take care of your family or loved ones in the event something happens to you. Some types of insurance even provide living benefits, including funds that you can use while you’re alive to buy a home, supplement your retirement income, or cover emergency expenses.
Margaret Webb

Newsroom

Pioneer Press: Getting Ready for Tax Season: Dos and Don'ts

There are many things investors can’t control — inflation, market direction and interest rates spring to mind — but if you get your taxes organized now, you can make some tax-smart moves (and avoid some costly mistakes). Here’s a list of important Dos and Don’ts to make your life easier this tax season.
Margaret Webb

Team locations

Burnsville, MN
350 W Burnsville Pkwy Ste 600, Burnsville, Minnesota, 55337
(952) 895-1670
details

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

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

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

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.