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Wealth Enhancement Advisory Services Named to Forbes’ 2025 List of America’s Top RIA Firms

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Our advisors and specialists are available for interviews upon request. For media inquiries, reach out to our media team at publicrelations@wealthenhancement.com.

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Mark Cortazzo Named one of Forbes Top 250 Advisors for the Fifth Time

Wealth Enhancement Group, an independent wealth management firm that oversees approximately $38.8B in client assets*, has announced that Mark Cortazzo was named a Forbes Top 250 Advisor for the fifth time.** He was chosen for this prestigious honor out of 33,567 nominees.
9/6/2021
Newsroom

Your Fall Financial Checklist

With the unofficial end of summer upon us, it’s time to think about your finances. “Wait, what? It isn’t the end of the year. It isn’t even tax time. Why can’t I just enjoy these last two days?” Relax, you can still enjoy your long weekend. But your financial plan doesn’t work when you are in a rush. The actions you take now can save you time and money at the end of the year and when taxes are due. Consider this your fall financial checklist.
9/4/2021
Newsroom

Financial Planning: PE firm sells part of its stake in $40B Wealth Enhancement Group

Under an agreement announced on Aug. 24 between the Onex Corporation’s private equity arm and TA Associates, Wealth Enhancement Group’s current majority owner is selling part of its stake in the Minneapolis-based firm. Onex and TA Associates will be equal capital partners in Wealth Enhancement Group. Click Here to Read the Full Article.
8/27/2021

About Wealth Enhancement

Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.