Hours
| Day | Time slot | Comment | ||
|---|---|---|---|---|
| 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 | |||
Teams at this location
COMPREHENSIVE WEALTH SERVICES in Plymouth, MN
Every detail of your big picture
Our Plymouth, MN team of financial professionals specializes in six core areas so that we can provide you with comprehensive wealth management services.
Investment management
Make the most of what you’ve earned.
Financial planning
Build the foundation for the life you want.
Retirement income planning
Keep earning even after you stop working.
Estate planning
Shape your legacy and plan for those you love.
Tax strategies
Keep more of what you earn with effective tax planning.
Risk management & insurance
Plan for the certainty of uncertainty.
Additional individual & business services
Beyond financial planning services, we can help you manage complex wealth considerations through our internal specialists and trusted partners. Our team of wealth planners can support you in these areas.
Resources from our advisors
Newsroom
Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “Retirement and Social Security.”Social Security is in danger, but the situation is not terminal. Solutions require political will.
3/28/2024
Newsroom
Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “How To Plan for Both Short-Term and Long-Term Gains.”Time and taxes have a big impact on how much of your investment return you actually keep.
3/28/2024
Newsroom
Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “4 Key Tips to Get Started with Financial Planning.”What are the key elements of financial planning? It brings together the different parts of your financial life to build a sustainable roadmap for the future in four key areas.
3/21/2024
Newsroom
Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “5 Tips to Make a Financial Action Plan for 2024.”Here are five tips for getting your budget, debt, and investments in gear for next year.
3/21/2024
Newsroom
Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “Advice on Your Year-End Tax Planning.”Now’s the time to get a jump on your 2023 year-end tax planning to maximize tax savings.
3/21/2024