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 “Do You Participate in Employees Stock Purchase Plan. Should You?”Employee stock purchase plans (ESPPs) enable employees to buy company stock at a discount. But the tax implications from selling your shares are complicated.
3/21/2024
Newsroom
Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “How to Handle Inheritance Money.”In addition to having important financial planning, investment, and tax implications, an inheritance may also have an impact on your sense of identity and purpose.
3/21/2024
Newsroom
Tune into this week’s segment of CBS 4 Your Money to hear Dustin Smith CFP®, ChFC®, Senior Vice President and Financial Advisor at Wealth Enhancement Group explain how you can “Make a greater impact by focusing on a cause that you care about, and thinking about how you give.”
3/21/2024
Newsroom
Dustin Smith CFP®, ChFC®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CBS in “What To Do if You Are Feeling Anxious About 2024’s Markets.”
2/12/2024
Blog
Struggling to budget? Discover the ABC Budget—a simple, automated system that streamlines savings, spending, and investing to help you take control of your financial future.
1/30/2024